As a principal of McCloskey Financial Group, Andrew McCloskey acts as the firm’s chief strategist, heading up investment and market research for the practice and managing investment portfolios for high net worth clients. He works closely with business owners, individuals and families to define their financial goals, and oversees the client review process to ensure their investments and strategies align with their life circumstances.
Andrew is a graduate of St. Joseph’s Preparatory School and received his bachelor’s degree from the University of Notre Dame University. He joined the McCloskey Financial Group in 2006 and holds his Series 7 and Series 66 registrations.
Andrew is actively involved in volunteer work and currently serves on the Board of Governors of St. Joseph’s Preparatory School, as well as the Board of Trustees of the Archdiocesan Education Fund, The James A. Finnegan Foundation and Waldron Mercy Academy where he served as Board Chair from 2011 to 2014. He lives in Bryn Mawr, PA with his two children.