Andrew Wozniak, CFA, ASA
Head of Client Consulting
Andrew Wozniak, CFA, ASA is the Head of Client Consulting of BNY Mellon Investor Solutions. In this role, he is responsible for the overall client and prospect experience globally across the various institutional client segments, including retirement plans, endowments, foundations, family offices and financial intermediaries.
Prior to this role, Andrew was Head of Fiduciary Solutions within BNY Mellon Wealth Management, where he led the group that provides discretionary investment management services (including asset allocation, manager selection, oversight, reporting and investment servicing) to institutional investors.
Andrew—who has extensive experience in research, asset allocation, portfolio construction, actuarial and risk management, joined BNY Mellon in 1998, where he has served in many roles, including Director of Portfolio Management and Investment Strategy, Director of Research and Analysis and a Retirement Consultant with Buck Consultants. Andrew is a contributor to articles and industry conferences addressing global investment issues. Andrew, who earned his MBA degree from the Tepper School of Business at Carnegie Mellon and his BA from Slippery Rock University, is a CFA charterholder and an Associate of the Society of Actuaries.