“In a world of cookie-cutter offerings, I strive to customize my work to the personal needs of my clients. The path to financial freedom for each individual is a puzzle waiting to be solved. Care, diligence, and personal relationships are the keys to unlocking the solution and making everyone’s life a little easier.”
Andrew Conway serves as a Research Analyst at Mission Wealth. In his role, Andrew makes recommendations to the team on advisory service products, investment selection, suitability guidelines, and reporting.
Learn About Andrew Conway
Professional Background
Andrew Conway started his career in the finance industry as a sales and retirement specialist for an ETF asset manager. More recently, Andrew worked as a high school chemistry teacher, varsity squash and tennis coach, and associate director of college counseling at St. Sebastian’s School in Needham, MA. After leaving teaching, Andrew worked at Charles Carroll Financial Partners, an RIA in the Boston area. There, he oversaw a wide range of corporate responsibilities including business development, marketing, operations, and investment analytics. His expertise includes college planning, ETFs, retirement plans for small businesses, and emerging technologies. Andrew passed Level 1 of the CFA Exam on the first attempt in August 2023 and is a Level 2 CFA candidate.
Personal Pursuits
Andrew lives with his wife, two boys, and dog in his hometown of Needham, MA. Andrew loves cooking, playing board games with friends, and playing squash and golf. He is a lifelong fan of the New England Patriots and has strong family ties to the team: his grandfather was the team doctor in the ‘70s and ‘80s, and his aunt and two cousins were all New England Patriots Cheerleaders.
Community Impact
Andrew is an active member of his local parish and regularly volunteers at his son’s school. He is also a member of the Harvard Alumni Association and the St. Sebastian’s School Alumni Association.
Awards and Recognitions
2023 Five Star Wealth Manager
*for award disclosures and methodology, visit awards & rankings
About Mission Wealth
Mission Wealth is a nationally recognized Registered Investment Advisory firm (RIA) founded in 2000 known for its service model, driven by a world-class technology stack that offers financial planning, investment counsel, tax strategies, estate planning coordination, philanthropic advice, and asset protection solutions tailored to each client’s needs.Mission Wealth’s vision is to provide caring advice that empowers families to achieve their life dreams. Our founders were pioneers in the industry when they embraced the client-first principles of objective advice, comprehensive financial planning, coordination with other professional advisors, and proactive service. Mission Wealth is a fiduciary, and our holistic planning process provides clarity and confidence.