Meet Our Team

Andy Brody

Director, Investment Operations

Experience and Education

Andy handles all aspects of operations, including developing collateral materials, account opening and maintenance processes, money flows, maintaining relationships, acting as the liaison between internal teams and helping with contracts and compliance.

Prior to joining Mariner, Andy was the director of investment operations at Baystate Wealth Management, which was acquired by Mariner in January 2024. Before that, he held the position of executive vice president with Ferris Capital, where he set up the firm’s infrastructure, operations department and back office. He has also held executive-level positions at Advisor Investment, E*TRADE  and Kobren Insight Management, where he was responsible for the firm’s operations and trading, as well as a member of the strategic planning team. He has many years of experience building successful wealth management firms as well as integrating firms involved in mergers or acquisitions.

Andy holds a bachelor’s degree in business from Nichols College.

Personal Interests

Away from the office, Andy enjoys spending time with his two daughters, golfing, traveling and attending sporting events.