Meet Our Team

Andrew Angelo

Senior Manager, Investment Operations

Experience and Education

Andrew plays a key role in supporting both advisors and clients by delivering exceptional service across all aspects of account operations. He collaborates closely with advisors to streamline the account opening process, ensures accurate transfer of assets, manages ongoing account maintenance and addresses a broad range of inquiries related to client accounts. Andrew is dedicated to cultivating and sustaining strong, long-term professional relationships with advisors and their teams, consistently striving to exceed expectations and contribute to their ongoing success.

Prior to joining Mariner, Andrew was the manager of investment operations at Baystate Wealth Management, which was acquired by Mariner in January 2024. Before that, he was an implementation project manager at Putnam Investments and Empower Retirements, where he was responsible for the successful installation of new transfer or start-up retirement plans. He was also a fund accounting analyst at J.P. Morgan.

Andrew holds a bachelor’s degree in business management from Salem State University.

Personal Interests

Away from the office, Andrew enjoys traveling, hiking, exercising and playing sports in his free time. He also holds a personal trainer certification from American International College.