Debra H. Sherman, CTFA
Andrew D. Rohrer
Andy enjoys building relationships with clients almost as much as he enjoys analyzing investments.
“I like speaking with clients to determine how we can improve their situations with our specialized skills,” he says.
He enjoys being on Domani Wealth’s team because of our depth of knowledge and experience, and he also thrives on leading projects through to completion.
As the lead analyst for the firm’s Investment Strategy Group, Andy collaborates with both our portfolio management team members and our Wealth Advisors to provide investment and market research. He carefully reviews and monitors investment strategies, communicating with internal staff and firm clients.
On a daily basis, Andy is monitoring global economic activities, tracking different types of investments and market sectors, and providing active commentary throughout the firm. He focuses on performing research and due diligence, and works closely with Callan, a selective, nationally known investment research firm, as well as oversees research from Bloomberg. Domani Wealth has stringent investment criteria, and we rely on Andy to vet investment opportunities for our clients. He also reviews fund managers and individual equity securities. His perspective has been published in the Central Penn Business Journal and shared on Fox News, and he regularly provides reports and market insights published by Domani Wealth.
He was first inspired to follow his career track as a middle schooler watching his father wisely using grain futures to hedge his corn production. From there, Andy enjoyed following market trends, moving his interest specifically into stocks and stock analysis.
The Domani Wealth core value Andy most resonates with is curiosity, he says, “I love to learn and will read about and study almost any topic.”
You can find Andy listening to classic rock like the Eagles, enjoying his favorite drink, 7-Up, or laughing at an episode of Seinfeld.
Professional Accreditations & Education
BS Business/Finance, Indiana University, Bloomington
- CFA Institute
- CFA Society of Philadelphia