Boston, MA Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Andersen
Multi-team
Firm-wide stats for Andersen
Clients per advisor
25 Very LowAvg AUM per client
$6,849,951 Very HighHNW client ratio
84% Very HighAbout
Andersen serves successful individuals and families, their related trusts and entities, family partnerships, family-owned corporate plans, and not‑for‑profit endowments. The firm offers investment consulting that can be delivered as full-service wealth management, limited professional consulting, or standalone performance measurement and reporting, and it frequently integrates those services with its tax, valuation, and other advisory work.
The firm operates as a non‑discretionary advisor: consultants develop written strategic investment plans and target asset allocations, recommend separate account managers, mutual funds, and other vehicles, and assist with implementation, monitoring, and rebalancing while clients retain final execution authority. Andersen uses portfolio optimization tools and consolidated performance reports that compare portfolios to target allocations and managers to benchmarks and peers, and it prepares commentary on recent market and economic activity and outlook as part of its reporting.
Compared with many multi‑team peers, Andersen emphasizes client communications and reporting (consolidated performance reporting and market commentary) and uses forward‑looking asset allocation modeling that can underpin hypothetical or model projections in materials. The firm is also notable for its connections to other professional services: it provides integrated tax and advisory services and discloses that certain employees are partners in a Texas‑licensed accounting firm, while maintaining that the accounting firm is a separate entity.
Based on Andersen
Expertise
Based on Andersen
Location
125 High Street Oliver Street Tower 16th Fl
Boston MA 02110
Advisors at this office
4
Advisors at this office
Vladimir G
CFP®
Boston, MA
Andersen
Vladimir Guerrier is a CFP® professional at Andersen with one year of industry experience. He has worked at Andersen Tax LLC since 2019 and previously at Wellington Management from 2015 to 2019. Andersen provides full-service investment consulting and performance measurement to successful individuals, families, and related entities. The firm operates as a non-discretionary investment consultant, developing strategic investment plans and using portfolio optimization techniques while integrating investment advice with tax and financial planning.
Mollie C
CFP®
Boston, MA
Andersen
Mollie Caputo is a CFP® professional at Andersen with one year of industry experience. She has been with Andersen Tax LLC since 2015. Andersen provides full-service investment consulting and performance measurement to individuals, families, and related entities, operating primarily as a non-discretionary investment consultant. The firm integrates investment advice with tax consulting and emphasizes consolidated performance reporting and strategic investment planning.
Andrew K
Series 65
Boston, MA
Andersen
Andrew Kyriacou is a financial advisor at Andersen with 23 years of industry experience. He holds a Series 65 credential and has been associated with Wtas LLC since 2005. Andersen provides full-service investment consulting and performance measurement to individuals, families, and related entities, operating primarily as a non-discretionary investment consultant. The firm emphasizes consolidated performance reporting and integrates investment advice with tax and financial planning.
Shaun H
Series 65
Boston, MA
Andersen
Shaun Hamilton is a financial advisor at Andersen in Boston, MA, holding a Series 65 designation with five years of industry experience. He has been affiliated with Andersen Tax LLC since 2014 and is also involved with Aramark as a food vendor at Red Sox games. Andersen provides full-service investment consulting and performance measurement to individuals, families, and their related entities, operating primarily as a non-discretionary investment consultant that integrates investment advice with tax consulting and financial planning.
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