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Andrew C. Welzel, AIF®
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Andrew C. Welzel is a Regional Director with Halbert Hargrove's Long Beach office.
Andrew has more than fifteen years' experience in private wealth management and institutional investing. Before joining Halbert Hargrove in 2007, he was a senior vice president in Bessemer Trust's Los Angeles office. As a senior member of Bessemer's Client Account Acquisition and Management group, Andrew was responsible for introducing the firm's services to affluent families and providing ongoing integrated wealth management solutions—investment, tax, estate planning and real estate advice—to those families. Prior to Bessemer, Andrew gained extensive investment expertise while working for multinational banking institutions both domestically and overseas, as well as for Moore Capital, a New York-based hedge fund.
Andrew earned his M.B.A. from the University of Chicago's Graduate School of Business in 1998 and his B.S. from Georgetown University in 1989. He is currently a Steering Committee member of the Los Angeles Chapter of the California Society of CPAs — Estate Planning.
Andrew was awarded the ACCREDITED INVESTMENT FIDUCIARY™ designation by the University of Pittsburgh-affiliated Center for Fiduciary Studies.
