Andy Popenfoose, CFA®, MS(F), MBA
Chief Investment Officer
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CREDENTIALS
Chartered Financial Analyst® 
Bachelor of Science in management - Purdue University, West Lafayette, IN
Master of Business Administration - Winthrop University, Rock Hill, South Carolina
Master of Science in finance - Purdue University, West Lafayette, IN
Military education - Infantry Officer Basic, Infantry Mortar Leader Course, Anti-Armor Leader Course, Three Army Mountain Warfare Schools


 
At SYM
In his role as SYM’s investment expert, Andy draws from experience in communicating with individuals from varied backgrounds. Prior to working with SYM, Andy lectured courses in investments and portfolio management at Loyola University Chicago’s Quinlan School of Business, contributed research to expert testimonies heard by congressional boards and in several of our nation’s largest financial court cases, and was awarded the Bronze Star Medal in Operation Iraqi Freedom.



COMMUNITY
Volunteer, various disaster relief efforts in the U.S. and Asia
Volunteer, service projects in Warsaw, IN and in Chicago, IL

 

PERSONAL PURSUITS
Andy enjoys being active outdoors with his newlywed, Caroline. It is his personal goal to summit all fifty-three of Colorado’s 14,000-foot peaks (and he is well on his way).  Andy also plans to hike the John Muir Trail.

 

ANDY’S WORDS TO LIVE BY
Do you know what investing for the long run but listening to market news every day is like?  It’s like a man walking up a big hill with a yo-yo and keeping his eyes fixed on the yo-yo instead of the hill. – Alan Abelson

 

ANDY’s FAVORITE BOOKS
“Fortune’s Formula” by William Poundstone
“Adaptive Markets” by Andrew Lo

 

HOME OFFICE
Winona Lake, IN