Andrew Brookman
A Veteran in the Financial Industry since 1998, with experience working for Greenwich Prime Trading Group a prominent Buy-Side Hedge Fund Trading Desk on Wall Street. This offered Andrew the opportunity to learn how to trade in many different markets, securities, and utilize sophisticated investment strategies. Andrew had the honor to work for and learn how to invest in the markets from some of the most well-known Hedge Fund managers known today. In 2008, he left Greenwich Prime Trading Group to become a Partner and Head Trader at Brill Securities, a broker-dealer in New York City. He built a wealth management business and clientele at Brill Securities and was able to enhance their trading business with new trading technologies and investment products. In 2013, he left Brill Securities to work for Oppenheimer & Co. Inc. as a Wealth Manager where he continued to grow and focus on his wealth management business for many years.
Andrew Founded Alpha Strategic Advisors guided by the premise of focusing on his clients' needs and goal by using sophisticated investment strategies and adapting to the current market environment. He utilizes portfolio enhancement tools for his ultra-high net worth clients and complex derivative strategies to enhance his clients’ portfolios. Andrew proactively monitors the markets and is fully versed in a wide range of investment products including, but not limited to, equities, taxable and tax-free bonds, structured products, alternative investments, options/derivatives, Opportunity Zone Prep structures and REITS.
He aligns each clients' unique goals, values, and needs with holistic planning and custom investment strategies. Andrew uses an in-depth discovery process that leads to a true understanding of each client’s specific situation, time horizon, and risk tolerance, focusing on growth and preserving the assets of high-net-worth clients (individuals, families, corporate executives, and businesses). He leverages the resources and his partners to help clients pursue goals and address complex financial issues. Andrew has his Series 7, 57TO, 63 and 65, 79TO, 99TO, and SIE registrations.
