Educational and Networking Breakfast Seminar

When:  Apr 11, 2024 from 08:30 AM to 10:00 AM (ET)
Associated with  New York Chapter

Please join us for the IMA New York Chapter event: Educational Breakfast Seminar on Sustainable Investing

Event Type: Educational & Networking Breakfast Seminar

Event Schedule:

Registration 8:15 – 8:30 A.M.

CPE Course 8:30 – 9:20 A.M.

Networking 9:20 to 10:00 A.M.

Event Fee: Complementary 

Learning Objectives:

After this session, you will be able to:

  • Describe sustainability and impact investing.
  • Define sustainability factors can have a direct impact on the bottom line of companies.
  • Better manage investment risk.
  • Identify a range of options for implementing a sustainable investment approach.
  • Develop specific goals and investment strategies.

CPE Credit: 1.0 NASBA CPE credits
Delivery Method: In person Breakfast Seminar
Field of Study: Finance
Level: Intermediate

Agenda: Registration - Speaker's Bio - Presentation during breakfast- Q&A

Speaker's Bio:

Gerard J. Andrews, CPFA®, CPM®

Managing Director - Wealth Management Advisor - Senior Portfolio Manager

Jerry believes in assuming direct responsibility and management of clients' money using his discretionary portfolios. He concentrates on developing strategies to help manage the financial and investment needs of individuals, public and private companies. Using his experience and knowledge, he addresses both sides of the balance sheet, liabilities and assets. He uses outside managers when appropriate. Jerry works with his clients' accountants and attorneys as requested to create a team of professionals focusing together for the client. He has been on Wall Street since 1973. He has been a business owner and a member of the board of directors of companies dealing in Foreign Exchange in the United States, England, and Germany. Originally from Staten Island, N.Y., he graduated from Msgr. Farrell H.S., earned a B.A. in Latin American Studies from Rutgers College, earned his Certified Portfolio Manager, CPM® Designation at Columbia University, and studied at UNAM in Mexico City. He and his family reside in South Orange, New Jersey and they are active in their local church and community. He is a Board member of the New York Chapter of the IMA, the Institute of Management Accountants and teaches continuing education to Certified Public Accountants. He is a member of Rutgers Alumni Association and the German American Chamber of Commerce. He created and teaches a program for new financial advisors at his branch and runs an active internship program with students from domestic and international universities. He holds Series 3, 7, 63, and 65 FINRA registrations. Jerry was recognized in: • Forbes “Best-in-State Wealth Advisors” list in 2021 & 2022 Published annually Jan – April. Rankings based on data as of June 30 of prior year. • The Andrews Group was recognized in Forbes "Best-in-State Wealth Management Teams" list in 2023 Published on January 12, 2023. Rankings based on data as of March 31, 2022.


The Andrews Group Merrill Lynch, Pierce, Fenner and Smith, Inc.
114 W. 47th St.
Fl. 17
New York, NY 10036


Nargiza Rakhmonova