"I truly enjoy researching and tracking investments and keeping a keen eye on the markets in order to help our team members provide appropriate strategies for clients.”
Andrew Chapman, CFP®
Operations Research Associate
As Operations Research Associate, Andrew works to provide service and insights to benefit clients and help them pursue their goals. He assists with investment research, account servicing, analyzing portfolios, developing asset allocations, and developing systems to track investment performance.
Andrew graduated from Coastal Carolina University with a Bachelor of Science degree in Business Administration and Management. Before joining Saratoga Financial Services in 2014, Andrew spent time working at AXA Advisors LLC, and First Niagara Bank. Dedicated to continuing his studies in the industry, Andrew earned the CERTIFIED FINANCIAL PLANNER™ designation in 2020.
Andrew resides in Moreau with his wife, Katie, and their three sons, Carson, Crew and Cal. In his free time, he enjoys spending time with his family and friends, golfing, and coaching kids sports teams.
Phone (518) 584-2555 | Email drew.chapman@lplfinancial.com