Andrew L. Sikorovsky
Managing Partner

Andy Sikorovsky approaches “serving the client” as not just words. He lives this principle in his
everyday interaction with our clients. Andy helps clients succeed by understanding their unique needs and developing individualized solutions based on sound judgment using time-tested asset allocation principles and portfolio structure. He is there for clients, reaches out proactively, and alerts them of fleeting opportunities or potential pitfalls. Andy is responsible for managing client relationships and portfolio management and leads the institutional and retirement plan practices.

With over 35 years of experience in the investment industry, Andy began his career in 1988 with Ameritrust Company, which in time merged into Key Corporation, where he was promoted to Managing Director of Key’s Victory Capital Management division. Later in his career, Andy served as a Vice President at Stein Roe Investment Council and as a Director with SG Cowen Asset Management before joining Compass Group of First Union Securities in 2003, which later became Wells Fargo Advisors. He maintains FINRA Series 7, 63, and 65 registrations and holds insurance licenses in California (License #0K05062) and Ohio.

Andy graduated from St. Lawrence University cum laude, earning a Bachelor of Arts in Economics and Canadian Studies. He then attended Case Western Reserve University’s Weatherhead School of Management and received his Master of Business Administration (MBA). In 1999, Andy was inducted into the St. Lawrence University Athletic Hall of Fame.

Andy began volunteering at Cleveland Society for the Blind in 1987, joining the Board in 1997 and serving as the Board Chair from 2011 to 2013. He currently serves as a Trustee and chairs the Investment Committee. Andy also serves on the Board of the Lake View Cemetery Foundation. He is a Class Agent for University School. He is also a former Trustee for the Susan and John Turben Foundation.

Andy lives in Shaker Heights, Ohio, with his wife, Jane, and their three children. Outside the office, Andy stays busy year-round with family events, playing golf, tennis, platform tennis, and sailing.

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