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Andrew Barrett

Senior Vice President, Wealth Advisor

About Andrew

With over 40 years of experience in the investment industry, Andrew brings extensive global and domestic experience to his work with clients. Previously, he spent 15 years focused on private client service, serving as Chief of Operations, Chief Compliance Officer, and private wealth advisor at Family Asset Management, which was acquired by Sequoia in 2024.

Andrew began his career in international markets, working across the Middle East and Europe before settling in Charleston. His approach to wealth management is rooted in discipline, long-term thinking, and a deep commitment to understanding each client’s unique goals when helping them achieve the futures they envision. Andrew earned his Master of Arts in economics from New York University and his Bachelor of Arts in history from Hamilton College.

Andrew lives in Charleston, South Carolina, with his wife. They have two daughters and are proud grandparents. Among his leadership roles in the Charleston Community, Andrew served as a board member and long-standing chair of the Investment Committees for Spoleto Festival USA and the Medical University of South Carolina Foundation. Outside of the office, he enjoys golfing, sailing, and exploring Charleston’s culinary scene.


Accreditation & Education

  • Series 65 
  • Master of Arts, economics, New York University 
  • Bachelor of Arts, history, Hamilton College 

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Andrew Barrett,

Senior Vice President, Wealth Advisor