Andrew Rosen
Andrew Rosen, CFA® Investment Portfolio Specialist

Andrew is responsible for portfolio construction and investment due diligence for all of The Mahoney Group clients. He strives to provide clients with a clear financial picture through goals based discussions and help clients invest prudently to achieve these goals.

Before joining our team in January 2019, Andrew was an Equity Research Analyst at Dillon Hill Capital in Armonk, New York where he developed fundamental research reports for equity investments with a focus on individual microcap stocks.

Andrew attended Tufts University and was a member of the Varsity Tennis team. He graduated Summa Cum Ladue, Phi Beta Kappa with a bachelor’s degree in History and a minor in Economics. Andrew also achieved the Chartered Financial Analyst designation in 2018.

Andrew grew up in Armonk, New York and currently lives in the greater New York City area. In his free time, Andrew enjoys playing tennis and is a member of the Greenwich Toastmasters.