Andrew Rosenberger

Deputy CIO, Custom Indexing, Orion

Andrew Rosenberger is Deputy CIO of Custom Indexing at Orion where he oversees the management and monitoring of all investments under Orion’s Custom Indexing team. In this role, he is focused on delivering tax optimized solutions which help financial advisors build customized client portfolios with an emphasis on tax effciency and tax transitions.

Prior to this role, Andrew served as a Senior Portfolio Manager for Brinker Capital’s Wealth Advisory Team where he was responsible for portfolio management, strategy planning, and communication of multi-asset class portfolios for high net worth clients and institutions. With over 15 years of investment experience, Andrew has also held portfolio management roles  for a number of asset allocation and absolute return-oriented portfolios. Additionally, he served as Quantitative Investment Manager where he was responsible for the quantitative analysis of economic and capital market trends, portfolio risk analysis, asset allocation, and investment strategy selection.

Andrew earned his Bachelor of Science in Economics from The Pennsylvania State University and holds FINRA Series 7 and 65 licenses. He is a CFA® charterholder and member of the CFA® Society of Philadelphia.