Andrew Miller, CFA, CFP: Andrew is Chief Investment Officer at Miller Financial
Management, LLC where he is primarily responsible for investment and financial
planning research, asset allocation, and integrating client’s financial plans with
their investment portfolio. Andrew is a Chartered Financial Analysis and is a
Certified Financial Planner® practitioner. Andrew graduated from the Indiana
University Kelley School of Business in 2004 with a Bachelors degree in Business
Administration with a concentration in Finance. Andrew’s research interest is in
using academic investment research to create investment portfolios that improve
the withdrawal rates and financial outcomes for clients.
Hosts Jeremy Siegel and Jeremy Schwartz are joined by Andrew Miller (Chief Investment Officer, Miller Financial Management), Preston McSwain (Managing Partner & Chief Investment Officer, Fiduciary Wealth Partners), and Jack Vogel (CIO, CFO, Alpha Architect) on the Friday, October 5, 2018 edition of Behind the Markets.