Biographies

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-Andrew served as Co-Chief Investment Officer of Hollow Brook Wealth Management from 2020-2024. Andrew, with the same partners, served as global portfolio manager with Lazard Asset Management from 2003-2020 and at Zurich Scudder Investments from 1998-2003. At Lazard and Scudder, Andrew was responsible for a long only, fundamental unconstrained global equity portfolio with average assets under management of $12 billion (peaking at $27 billion) with institutional clients in the United States, United Kingdom, Japan, Australia, Canada, Hong Kong, the Netherlands, and the Middle East. 

-Prior to Lazard, Andrew was an investment banker at Baring Brothers & Co. Ltd. from 1981-1998 (partner 1991). Before joining Baring Brothers, he was a banker at Banque Indosuez in Paris and Bahrain, a banker at Banque Arabe et Internationale d’Investissement (BAII) in Paris, and a banker in the international banking department at Wells Fargo in San Francisco and London. Andrew began his career as a trainee in the International Syndicated Lending division at William Brandt’s Sons & Co. Ltd. in London, before being sent in 1974 to be their Middle East representative in Beirut and Cairo. 

-Andrew attended Edinburgh University and is fluent in English, French, and Arabic. In his free time, he enjoys sailing, playing the piano, and cooking. 

-Mark was a Managing Director and member of the investment team at Hollow Brook Wealth Management from 2018-2024. He provided portfolio management and investment research across the public and private portfolios. Before joining Hollow Brook, Mark was an Associate at J.P. Morgan Private Bank. At J.P. Morgan, he served on a strategy and management team responsible for the US Private Bank. Prior to that, he covered ultra-high net worth clients serving as an investment analyst for the Oklahoma market. As an analyst, he was responsible for portfolio analysis and advisement on investment and credit solutions. 

-Mark received a BSBA in finance from the University of Tulsa. At Tulsa, he was a 4-year letter winner on the golf team where he had the opportunity to compete in multiple NCAA championships. During his free time, Mark enjoys playing golf and competing in amateur tournaments in the Metropolitan section. Mark is a CFA charter holder.