Andrew earned his Bachelors in Business Administration from Temple University in Philadelphia, PA, with a major in actuarial science. The American College in Bryn Mawr, Pennsylvania, subsequently awarded him the Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) designations.
From June 1988 through June of 2008, Andrew worked for The Holmes Group. His vision helped move the enterprise from an insurance-centric sole proprietorship to a more holistic Registered Investment Advisory corporation, Estate Strategies, Inc. Starting as a Financial Analyst, Andrew excelled at all aspects of financial planning and developed the firm’s models and methods of providing investment services to its clients. In his final years at Estate Strategies’, Andrew served as the company’s president.
In 2008, Andrew left Estate Strategies to establish Wealth Creation Management & Transfer, LLC, a New Jersey based Registered Investment Advisor. A year later, Wealth CMT was reconstituted with Eric Feder as an equal owner and the two have built the Wealth CMT strategic planning and investment processes in use today.
SOFTBALL, SINGLE MALT SCOTCH, FOODIE (ESPECIALLY POTATO CHIPS), & YOGA
Eric is a graduate of Drexel University with a BS in Business Administration and he also earned a Master of Science in Finance from Drexel, as well. From 1994 through April 2008, Eric served numerous roles for Pitcairn Financial Group, most recently as Executive Vice President/Chief Investment Officer, responsible for the formulation and implementation of Pitcairn’s investment strategies for all asset classes. Additional responsibilities included all operational elements, including portfolio management, research, trading, operations, relationship management and business development.
Upon leaving Pitcairn Eric served as Managing Director/Head of Client Investment Strategy North America for SEI (NASDAQ: SEIC). In this role, he provided strategic investment advice and insight to private clients, banks and investment advisors while managing the Client Investment Strategy team.
Eric’s work has been featured in articles published in Forbes, Institutional Investor, Inc., MSNBC.com, and The Wall Street Transcript. He was also featured in a January 2008 Harvard Business School Case Study.
Eric and Andrew partnered in 2009 and together they have created all aspects of their shared vision of Wealth CMT.
TRAVEL, SKIING, MUSIC (35+ YEARS PLAYING GUITAR),FOOTBALL, & FAMILY
AJ joined Wealth CMT in September 2013 as Client Portfolio Manager. His primary responsibilities include the implementation and management of the Wealth CMT Investment Strategies at the individual account and household levels.
Prior to joining Wealth CMT, AJ served as Senior Investment Analyst at Hanlon Investment Management where he assisted the portfolio management team with various research and account management tasks. He also worked at Aberdeen Asset Management where he served as Investment Operations Analyst.
AJ’s broad research and operations experience adds great depth to our team.
AJ graduated from LaSalle University with a Bachelor of Science, Business Administration in 1998 & a Master of Business Administration, Finance in 2004.
CARS, SPORTS, & FAMILY
In addition to being the lead technical advisor on our Operations Team, Ryan is responsible for wealth planning and analysis support. Ryan also serves as primary contact for many clients for both planning and operational matters.
Prior to joining Wealth CMT in June 2015, Ryan attended Fairleigh Dickinson University's Silberman College of Business to attain his MBA. Ryan earned his Bachelor of Science from Salisbury University in 2013.
MUSIC, BASKETBALL, & GOLF
Leigh joined Wealth CMT in July 2014 as Client-Services Coordinator. She will likely be the first person to greet you when you call or visit our office. Her primary responsibilities are initiating and responding to client requests, gathering and inputting client data, as well as general office support. Prior to joining Wealth CMT, Leigh served as Sales Administrator for Matcon USA in Sewell, NJ.
Leigh graduated from Rowan University with a Bachelor of Arts in Communications.
SPENDING TIME WITH HER DAUGHTERS, COOKING, BAKING, & READING
Mike joined us in July 2017 as Operations Associate. He graduated from Stockton University with a Bachelor of Science in Business, Finance concentration.
His primary responsibilities include general relationship and account related analysis, organizing and implementing relationship transition initiatives for new and existing clients, and account and trade reconciliation.
SOCCER, GOLF, & COOKING