Meet Our Team

Andy Mai, CFA®

Senior Manager, Portfolio Research and Management

Designations

Andy holds the Chartered Financial Analyst^® designation.

Experience and Education

Andy helps advisors and their clients select and implement various investment strategies offered on a case-by-case basis. He conducts research on individual securities as well as general top-down market analyses and presents his research to the members of the team.

Andy joined Mariner following its acquisition of Baystate Wealth Management in January 2024. He started his career at Baystate Financial in 2015, functioning in a similar capacity as a member of the investment department. As part of the due diligence process, he played a critical role in vetting different managers and investment solutions that were available on the broker/dealer platform.

Andy holds a bachelor’s degree in economics from Boston College.

Personal Interests

Away from the office, Andy enjoys traveling and playing golf.