Andrew Hoercher, MBA is a director and secretary of the Investment Committee at KLS, a division of SVB Private. He works primarily with high-net-worth individuals and families, helping them achieve their financial goals via holistic wealth planning. Andrew also advises his clients on an array of financial topics, including wealth management, taxes, insurance, estate planning, retirement planning and investing. For his role on the investment committee, he’s responsible for creating and updating various market, portfolio and economic models and conducting research and other various ad hoc projects. Andrew also helps train associates and serves as a mentor and resource. He most enjoys collaborating with colleagues, honing his leadership abilities, helping clients achieve their goals and learning new skills in order to continually improve on what he’s able to offer.
Andrew has been at KLS for almost a decade, beginning as an associate and working his way up to director. Prior to joining KLS, Andrew served as a client service associate at UBS Wealth Management and as a financial services representative at Rising Seas Wealth Management, a division of MetLife.
Andrew has a bachelor’s degree in economics from St. Lawrence University and a master’s degree in business administration with a concentration in finance from Martin J. Whitman School of Management at Syracuse University. He served on the advisory board for the Transformative Leadership Program at Pace University and currently serves on the board of the Ringwood Scholarship, an organization that raises scholarship funds for students of Auburn High School in New York, where his family is from.
Andrew lives in Rochester, New York with his wife and two sons. Outside of work, he enjoys spending time with his large family, including his siblings and cousins, and perfecting his golf game — his latest passion.
The person named above is a representative of Silicon Valley Bank as well as an investment advisor representative of SVB Wealth LLC (an SEC registered investment adviser), broker-dealer and investment advisor representative of SVB Investment Services (member FINRA and SIPC; SEC registered investment adviser).FINRA BrokerCheck
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