Andrew Almeida is the Head of Investments at XYPN, leading their investment strategy, thought leadership, and infrastructure amidst their rapid growth and advisor-first platform. Andrew’s brilliant leadership is directly responsible for XYPN’s transition into a fully scalable and in-house investment office from an outsourced investment solution. Andrew is extremely rooted in his principles and strives daily to balance personalization with efficiency when providing frameworks to over 2,200 advisors. Andrew is responsible for building an evidence-based and low-cost framework that accommodates active, semi-active, and passive strategies toward a more inclusive model of wealth management. He is also a recognized thought leader through Schwab Network and his work within the CFA Society New York Wealth Management Group to reinforce fiduciary standards and provide best practices across the advisory industr