Andrew Mehalko
Directeur en chef des Investissements chez LGL Partners LLC
Profil
Andrew Patrick Mehalko is the founder of AM Global Family Investment Office LLC, which was founded in 2011.
He held the title of Chief Investment Officer at the firm.
Mr. Mehalko's current jobs include being a Member of The Economic Club of New York, a Member of the CFA Institute, the Chief Investment Officer at FFT Wealth Management LLC since 2019, the Chief Investment Officer at LGL Partners LLC since 2010, and the Head of Investments at Optima Asset Management LLC.
His former job was as the Chief Investment Officer at GFO Advisory Services LLC from 1999 to 2011.
Mr. Mehalko's education includes an undergraduate degree from The University of North Carolina at Charlotte.
Postes actifs de Andrew Mehalko
| Sociétés | Poste | Début |
|---|---|---|
CFA Institute
 CFA Institute Miscellaneous Commercial ServicesCommercial Services CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA. | Corporate Officer/Principal | 29/07/2009 |
The Economic Club of New York
 The Economic Club of New York Miscellaneous Commercial ServicesCommercial Services The Economic Club of New York operates as a nonprofit, nonpartisan and nonpolitical organization. The company was founded by J.W. Beatson in 1907 and is headquartered in New York, NY. | Corporate Officer/Principal | 29/07/2009 |
LGL Partners LLC
 LGL Partners LLC Investment ManagersFinance LGL Partners LLC is a multi-family office and SEC- registered investment advisor headquartered in Philadelphia, Pennsylvania. The firm was founded by Paul Gregorchuk, William Luterman and Keith Bloomfiled in 2010. They are wholly-owned by FWM Holdings LLC. LGL Partners provides investment management, financial planning and consulting services to individuals, investment limited partnerships or other collective vehicles, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities. | Directeur en chef des Investissements | 01/01/2010 |
FFT Wealth Management LLC
 FFT Wealth Management LLC Investment ManagersFinance FFT Wealth Management LLC, dba Forbes Family Trust (Forbes), is a registered investment advisor and multi-family office headquartered in Philadelphia, Pennsylvania. The firm was founded in 2009 by Keith Bloomfield, P. Scott Gregorchuk and William (Bill) Luterman. They are directly owned by FWM Holdings LLC. Forbes offers dynamically managed, globally positioned investment portfolios to individuals, investment limited partnerships or other collective vehicles, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities. | Directeur en chef des Investissements | 01/01/2019 |
Optima Asset Management LLC
 Optima Asset Management LLC Investment ManagersFinance Optima Asset Management LLC (Optima) is a SEC-registered investment advisor and hedge fund manager headquartered in New York City. The firm was founded by D. Dixon Boardman in 1988 as FWM Acquisition LLC. They are wholly-owned by FWM Holdings, Inc., ultimately owned by Stanhope Capital Group SA in Switzerland. Optima provides independent, customized and compelling alternative investments to institutions, high net worth individuals and multi-family office clients. | Head-Equity Investments | - |
Anciens postes connus de Andrew Mehalko
| Sociétés | Poste | Fin |
|---|---|---|
GFO Advisory Services LLC
 GFO Advisory Services LLC Investment ManagersFinance GFO Advisory Services LLC (GFOAS) is a SEC-registered investment advisor and hedge fund manager headquartered in Jupiter, Florida. The firm was founded in 1989 and formerly known as GenSpring Family Offices LLC and prior to that Asset Management Advisors LLC. They are owned by GenSpring Holdings, Inc., a subsidiary of Truist Financial Corp. (NYSE: TFC). GFOAS is the general partner/managing member and/or investment adviser to a group of privately pooled investment vehicles. | Directeur en chef des Investissements | 30/09/2011 |
AM Global Family Investment Office LLC
 AM Global Family Investment Office LLC Investment ManagersFinance Founded in 2012, AM Global Family Investment Office is a registered investment advisor located in West Palm Beach, Florida. The firm's principal owner is AM Global Holdings LLC, which is in turn majority owned by Andrew Mehalko and Stephen Barimo. They provide investment advice and/or management services to individuals, high net-worth individuals, and profit sharing/pension plans. | Fondateur | - |
Formation de Andrew Mehalko
| The University of North Carolina at Charlotte | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 7 |
|---|---|
GFO Advisory Services LLC
GFO Advisory Services LLC Investment ManagersFinance GFO Advisory Services LLC (GFOAS) is a SEC-registered investment advisor and hedge fund manager headquartered in Jupiter, Florida. The firm was founded in 1989 and formerly known as GenSpring Family Offices LLC and prior to that Asset Management Advisors LLC. They are owned by GenSpring Holdings, Inc., a subsidiary of Truist Financial Corp. (NYSE: TFC). GFOAS is the general partner/managing member and/or investment adviser to a group of privately pooled investment vehicles. | Finance |
The Economic Club of New York
The Economic Club of New York Miscellaneous Commercial ServicesCommercial Services The Economic Club of New York operates as a nonprofit, nonpartisan and nonpolitical organization. The company was founded by J.W. Beatson in 1907 and is headquartered in New York, NY. | Commercial Services |
CFA Institute
CFA Institute Miscellaneous Commercial ServicesCommercial Services CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA. | Commercial Services |
FFT Wealth Management LLC
FFT Wealth Management LLC Investment ManagersFinance FFT Wealth Management LLC, dba Forbes Family Trust (Forbes), is a registered investment advisor and multi-family office headquartered in Philadelphia, Pennsylvania. The firm was founded in 2009 by Keith Bloomfield, P. Scott Gregorchuk and William (Bill) Luterman. They are directly owned by FWM Holdings LLC. Forbes offers dynamically managed, globally positioned investment portfolios to individuals, investment limited partnerships or other collective vehicles, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities. | Finance |
LGL Partners LLC
LGL Partners LLC Investment ManagersFinance LGL Partners LLC is a multi-family office and SEC- registered investment advisor headquartered in Philadelphia, Pennsylvania. The firm was founded by Paul Gregorchuk, William Luterman and Keith Bloomfiled in 2010. They are wholly-owned by FWM Holdings LLC. LGL Partners provides investment management, financial planning and consulting services to individuals, investment limited partnerships or other collective vehicles, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities. | Finance |
AM Global Family Investment Office LLC
AM Global Family Investment Office LLC Investment ManagersFinance Founded in 2012, AM Global Family Investment Office is a registered investment advisor located in West Palm Beach, Florida. The firm's principal owner is AM Global Holdings LLC, which is in turn majority owned by Andrew Mehalko and Stephen Barimo. They provide investment advice and/or management services to individuals, high net-worth individuals, and profit sharing/pension plans. | Finance |
Optima Asset Management LLC
Optima Asset Management LLC Investment ManagersFinance Optima Asset Management LLC (Optima) is a SEC-registered investment advisor and hedge fund manager headquartered in New York City. The firm was founded by D. Dixon Boardman in 1988 as FWM Acquisition LLC. They are wholly-owned by FWM Holdings, Inc., ultimately owned by Stanhope Capital Group SA in Switzerland. Optima provides independent, customized and compelling alternative investments to institutions, high net worth individuals and multi-family office clients. | Finance |
