Andy Wallerstein

Chief Executive Officer at

Avalon Trust Co.

Consumer Services

Finance

Commercial Services

Profile

Mr. Andrew M.
Wallerstein is a Chief Executive Officer & Partner at Avalon Trust Co. He oversees the Company's longterm direction, ensuring that Avalon maximizes the strength of its independence and continues to build strategic relationships.
He is a member of the Avalon investment committee, actively manages client portfolios and conducts investment research.
He leads the Avalon team in resolving complex client concerns and coordinates the firm's network of qualified professionals to bring the full resources of Avalon to its clients.
Mr. Wallerstein was previously employed as a Vice President by Baldwin Brothers, Inc., a Founding Venture Partner by The Rhode Island Foundation, and a Founding Chairman by The Wolf School.
He received a bachelor's degree from Brown University and an MBA from the Anderson Graduate School of Management at UCLA.

Andy Wallerstein active positions

Companies	Position	Start
Avalon Trust Co. Avalon Trust Co. Investment ManagersFinance Avalon Trust utilizes independent, fundamental research. The firm complements their bottom-up approach with top-down research that considers the broad economic factors and trends that impact client’s investments. Portfolios are diversified across asset classes, industries and global geographies to preserve and grow client’s wealth.	Chief Executive Officer	-

All active positions of Andy Wallerstein

Former positions of Andy Wallerstein

Companies	Position	End
Baldwin Wealth Partners LLC Baldwin Wealth Partners LLC Investment ManagersFinance Baldwin is an active, long-term manager which manages portfolios that are invested in equities, fixed-income securities, hedge funds, private equity and environmentally and socially responsible investments. They also manage investments in REITs, MLPs, specialty metals, currencies, regional/country specific strategies and macro or theme-based strategies. The firm’s investment process combines both a top-down thematic approach and fundamental bottom-up due diligence.	Portfolio Manager-Equities	30/12/2007
The Rhode Island Foundation The Rhode Island Foundation Miscellaneous Commercial ServicesCommercial Services Provides grant making services	Corporate Officer/Principal	-
The Wolf School The Wolf School Other Consumer ServicesConsumer Services Operates as a special school for children with special needs	Corporate Officer/Principal	-

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Linked companies

Private companies	6
Baldwin Wealth Partners LLC Baldwin Wealth Partners LLC Investment ManagersFinance Baldwin is an active, long-term manager which manages portfolios that are invested in equities, fixed-income securities, hedge funds, private equity and environmentally and socially responsible investments. They also manage investments in REITs, MLPs, specialty metals, currencies, regional/country specific strategies and macro or theme-based strategies. The firm’s investment process combines both a top-down thematic approach and fundamental bottom-up due diligence.	Finance
Brown University Brown University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Avalon Trust Co. Avalon Trust Co. Investment ManagersFinance Avalon Trust utilizes independent, fundamental research. The firm complements their bottom-up approach with top-down research that considers the broad economic factors and trends that impact client’s investments. Portfolios are diversified across asset classes, industries and global geographies to preserve and grow client’s wealth.	Finance
University of California, Los Angeles University of California, Los Angeles Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
The Rhode Island Foundation The Rhode Island Foundation Miscellaneous Commercial ServicesCommercial Services Provides grant making services	Commercial Services
The Wolf School The Wolf School Other Consumer ServicesConsumer Services Operates as a special school for children with special needs	Consumer Services