Andy Popenfoose, CFA®, MS, MBA
Chief Investment Officer
Andy joined SYM Financial in January of 2014. Most recently, he lectured courses in investments and portfolio management at Loyola University Chicago's Quinlan School of Business, the 17th-ranked undergraduate finance program in the country. (Per U.S. News and World Report)
Andy brings to the firm a wealth of experience in analytical finance and portfolio modeling. He has contributed research to expert testimonies heard by congressional boards and in several of our nation's largest financial court cases. Andy is also an Operation Iraqi Freedom veteran, holds a Bachelor of Science in Management and a Master of Science in Finance from Purdue University, in addition to a Master of Business Administration from Winthrop University. Andy has earned the CFA charter, one of the most demanding credentials in the investment industry.