About Andrew H. Kahner
As a wealth advisor, my success relies on delivery of unique, tailored advice and my team's top tier service. Backed by UBS's wealth of intellectual capital and resources, my team provides customized solutions to a range of clients, from emerging business owners, to family offices and corporate retirement plans. Prior to UBS, I traded bonds at Lehman Brothers. My desire for increased autonomy and fulfillment from helping others led me to pursue financial advisory services. I've operated as an entrepreneur; building my business from the ground up, one client at a time, until my ascendance to creating a full-service team of my own. Implementing and executing our group's client-centric business model has led to client referrals and accolades, including admission to UBS's Top 35 Under 35 and the firm's Presidents' Council. I'm pleased to offer a private consultation to EO members in financial matters including but not limited to, business/estate plan design, tax strategies, retirement plan solutions, creative lending, and personal wealth solutions.