Andrew Despotakis, CFP®

Andrew Despotakis, CFP®

Financial Advisor

Andrew Despotakis, CFP® is a Financial Advisor at MACRO Consulting Group. In this role, Andrew maintains all aspects of the client relationship including conducting client review meetings. He actively monitors clients’ investments and overall portfolio performance to ensure clients remain on track as they work towards their long-term financial goals. Andrew has been with MACRO since 2016, previously serving as a Research Assistant, where he worked closely with the Investment Committee conducting quantitative research, analysis, and thoughtful modeling.

Andrew holds the CERTIFIED FINANCIAL PLANNERTM designation and has successfully passed the FINRA Series 7 & 66 exams. Andrew has a bachelor’s degree in both Financial Planning and Finance at William Paterson University of New Jersey. He has received the highest possible scholastic honors for a student attending an AACSB Accredited University. In addition, Andrew is a published pianist and writer.

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