Andrew Richman, CTFA

Background

Andrew Richman, CTFA, Managing Director, joined SunTrust in 2001 and SCM in 2020 as part of an integration following the merger of equals between SunTrust Banks and BB&T Corporation. Andy has investment experience since 1988 and is a Fixed Income Portfolio Manager and Senior Fixed Income Client Strategist. Prior to his 20 years in SunTrust’s portfolio management division, Andy ran a trust and investment department in Florida as the trust department senior manager and worked as an equity portfolio manager with Sanford Bernstein. He received his B.A. from the State University of New York at Albany and his M.B.A. with a concentration in International Business from the University of Miami. He is also a graduate of the ABA National Trust School at Northwestern University and holds the Certified Trust & Financial Advisor designation.

Area of Focus

• Portfolio management and strategy

Previous Experience

• SunTrust
• Sanford Bernstein

Education

• B.A. State University of New York at Albany
• M.B.A. University of Miami
• ABA National Trust School, Northwestern University

Affiliations & Professional Licenses

• Certified Trust & Financial Advisor