Andrew Putterman

Andy's firm, 1812 Park, leverages my skills and experience over the past 30 years as a President, CEO and entrepreneur in the wealth management industry. He is an executive team member for approximately ten companies to help guide CEOs, executive teams and Boards in developing and executing on their long-term strategies and business plans.

In his past, Andy has helped build two high-value, high-profile companies – Fortigent and Lydian Wealth Management. Fortigent was a leading Turnkey Asset Management Program (TAMP) focusing on advisors with high-net-worth practices. With approximately $70 billion of assets under advisement on its platform, Fortigent was sold to LPL Financial in April 2012. Lydian was an RIA specializing in wealth management solutions to the ultra-high-net worth community. With over $8 billion of assets and an average client size of approximately $45 million, LWM was sold to CitiNational Bank of Los Angeles in 2007 ​to spearhead the bank’s wealth management practice.

Andy serves as a member of the Board of Advisors of Vestigo Ventures, a venture capital firm launched to fund early-stage companies offering disruptive innovations in financial technology services and Silver Lane Advisors, a premier investment bank focused exclusively on the financial services industry.

Andy is an investor in and/or advisor to a group of technology companies that, he believes, will impact the way wealth management firms engage their clients and how they run their back offices (Advizr, Betterment, and Quovo).

Andy is also an independent board member for eleven SEC registered actively managed ETFs.