Andy VandenBerg, CFA

Hello... Welcome to my channel! I'm Andy, a former entrepreneur and investor with a front-row seat to how money really works at the highest levels. 

I traded FX and derivatives at Deutsche Bank, helped manage a $1 billion portfolio at Ocean Road Advisors, and became a Principal at Kingfish Group focused on private equity. I also co-founded and sold a company in 2023. 

Today, I run a boutique practice delivering high-touch, holistic financial guidance to individual families. My passion is sharing the strategies that wealthy families actually use to grow and protect their wealth.

Whether you're building a portfolio or just making smarter money decisions, you'll find practical, no-nonsense strategies here. 

I'm a Colby College grad and self-proclaimed mediocre athlete. My wife and two kids are my biggest fans.