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ORLANDO, Fla. (October 16, 2020) — AndCo, an independent, employee-owned institutional investment consulting firm, is pleased to announce the hiring of Oleg Sydyak, CFA, FSA, EA as an Asset Liability Consultant. Oleg joins the firm with nearly 20 years of actuarial experience in the institutional investment arena. Prior to joining AndCo, Oleg held the role of Managing […]

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In a move to further shift the consulting industry toward a new paradigm, AndCo hires two investment veterans and state pension plan professionals. Former CIO and Deputy CIO of the $18 Billion Kentucky Retirement Systems pension plan, Rich Robben and Andy Kiehl, are joining AndCo and will focus on helping to grow and serve the […]

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AndCo Adds Two Senior Research Analysts

September 24, 2020

AndCoBy AndCo

ORLANDO, Fla. (September 24, 2020) — AndCo, an independent, employee-owned institutional investment consulting firm, is pleased to announce the hiring of Michael Kosoff and Dan Lomelino, CFA, as Senior Research Analysts. Michael joins the firm with nearly 20 years of investment research experience. Prior to joining AndCo, he was the Senior Director of Investments at Artivest […]

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ORLANDO, Fla. (August 13, 2019) — AndCo, an independent, employee-owned institutional investment consulting firm, is pleased to announce the hiring of Gwelda Swilley as a Senior Consultant.  Gwelda joins the firm with over 25 years of investment consulting and leadership experience. Gwelda previously served as a Senior Vice President and Senior Consultant with Callan Associates.  […]

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“The Great Debate – Passive vs. Active Investing” CFA Society Orlando at the downtown Orlando Citrus Club. Mike Welker of AndCo Consulting moderated a panel that included professionals from both the active and passive side providing perspectives regarding both active and passive investment strategies.  Please click this link for “The Great Debate – Passive vs. […]

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Institutional investment consulting firm establishes new Texas office. DALLAS, TX (Feb. 19, 2018) — AndCo Consulting (AndCo), an independent, employee-owned institutional investment consulting firm, is pleased to announce that it is expanding its Texas presence with a new Dallas office. The new location is a direct result of the firm’s commitment to Texas. “At AndCo, […]

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ORLANDO, Fla. (Jan. 16, 2018) — AndCo Consulting (AndCo), an independent, employee-owned institutional investment consulting firm, is pleased to announce the addition of Sara Searle as compliance officer. In her new role, Searle will work with Chief Compliance Officer Matt DeConcini to ensure that all legal and regulatory requirements are fulfilled with clients and to complete […]

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AndCo Consulting Expands Pittsburgh Presence with Three Strategic Additions to Local Team   PITTSBURGH (Dec. 4, 2017) — AndCo Consulting (AndCo), an independent, employee-owned institutional investment consulting firm, is pleased to announce that it is expanding its Pittsburgh presence with the addition of three new consultants to its local team: Tim Walters, Chris Brokaw, CFA, […]

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Investment consulting firm expands presence in Midwest with strategic on-boarding of industry veteran. DETROIT (August 7, 2017) — AndCo Consulting, an independent, employee-owned institutional investment consulting firm, is pleased to announce the addition of Mike Holycross as a senior consultant in the company’s Southfield, MI office. In his new role, Holycross will work with AndCo’s […]

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Orlando-based institutional investment advisory firm enters Reno market, plans to continue building presence on West Coast AndCo Consulting, the Orlando, FL-based independent institutional investment advisory firm announces today its acquisition of Reno consulting firm Bidart & Ross. The acquisition will not only enhance its position on the West Coast, it will also increase the firm’s […]

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