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Andrew P
CFP®, Series 63
Pitttsburgh, PA
Plum Street Advisors, LLC
Andrew Pellegrino is a CFP® with 17 years of experience in the financial industry. He is currently with Plum Street Advisors, LLC in Pittsburgh, PA, where he has worked since 2023. Prior to that, he held roles at Amg Distributors, Inc. and First Quadrant, each for six years, and worked as an independent business development consultant. He also serves as a business development consultant and advisor for SAVVY Labs Inc., introducing institutional contacts to its platform. Plum Street Advisors is a boutique wealth management firm serving individual and high-net-worth clients, as well as retirement plan sponsors and trustees. The firm offers financial planning and discretionary portfolio management, emphasizing strategic asset allocation, cost control, active rebalancing, and tax-aware implementation, while utilizing both in-house portfolios and third-party separately managed account platforms.
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