Andy Edstrom, CFA®, CFP®
Andy Edstrom is a Financial Advisor and member of WESCAP Group’s Investment Committee.
Prior to joining WESCAP in 2012, Andy spent a decade working as a professional investor and building a deep network within the investment community. Most recently, he was a Principal at Tennenbaum Capital Partners, a $5 billion investment fund located in Santa Monica, California. At Tennenbaum he executed and monitored over $500 million of public and private debt and equity investments across several industries and on behalf of both institutional and individual clients.
Prior to joining Tennenbaum, Andy served as an Associate at Ewing Management Group, previously the distressed buyout division of the Carlyle Group, where he executed buyouts of distressed manufacturing businesses. Previously, he served as an Analyst in the Leveraged Finance group at Goldman Sachs, where he completed bank and bond financings for financial sponsor and corporate clients in various industries.
Andy holds both the Chartered Financial Analyst (CFA®) and Certified Financial Planner (CFP®) credentials. He also holds a Bachelor of Arts in Economics, Magna Cum Laude and Phi Beta Kappa, from Williams College, where he was a teaching assistant and tutor in the economics department and a rower on the men’s varsity crew.
Andy lives in Los Angeles with his wife, Joanna, son, Bruce, and daughter, Betty. He serves on the board of directors of the Robert M. Adams Foundation, a charitable foundation supporting education, healthcare research and other philanthropic activities.
Andy’s opinions on the technology industry and regulation have been published in The Economist.