Andy Szabo is founder and Managing Director of Greenwich Financial Management, Inc., a registered investment advisor. The firm provides investment advisory services to individuals and family businesses regarding retirement and other long-term planning. The firm also consults with companies regarding executive benefits, health insurance ERISA compliance and access to capital.

Mr. Szabo has sixteen years of analytical experience with major Wall Street firms. He holds a charter as a Certified Financial Analyst and is a member of the New York Society of Security Analysts. Education: BA, SUNY-Binghamton (1976); MA, Harvard University (1979); JD, Yale Law School (1984). A Greenwich Connecticut resident and the father of four, Andy writes a monthly column on personal finance in the Greenwich Post called “Your Wealth”. Greenwich Financial Management information is available at www.GreenwichFinancial.com.