Biography
Andy Scheirer is a Managed Accounts Portfolio Specialist at Loomis, Sayles & Company. He is responsible for analyzing and preparing presentations to prospective separately-managed account (SMA) clients, managing client service of local institutional accounts and educating financial advisors on the firmās investment processes and market forecasts. Andy joined Loomis Sayles in 2019 as part of the firmās acquisition of McDonnell Investment Management, where he was an associate client portfolio specialist and internal wholesaler, responsible for monitoring new business from financial advisors affiliated with taxable and tax-exempt fixed income SMAs. He has 23 years of investment industry experience. Previously, Andy was a portfolio manager of a commercial real estate loan portfolio at GMAC Commercial Mortgage Corporation, where he was responsible for handling borrower inquiries and analyzing annual property inspection reports and year-end financial statements. Prior to this, he was a proprietary equity trader at Great Point Capital and a financial advisor assistant at the Financial Consultants Group. Andy earned a BS in finance, with a minor in economics, from Illinois State University. He holds FINRA licenses SIE, 7, 63 and 65.
About the Advisory Distribution Team
Investors on the Advisory Distribution team