Andrew Windsor, CFA

Retirement Investment Consultant

Andrew Windsor is the Retirement Investment Consultant for Unified Trust Company. He joined Unified Trust in 2013 and has over 14 years of professional experience in the investment management industry.

Before joining Unified Trust, Mr. Windsor served as a senior portfolio manager for Huntington National Bank, and previously was a senior investment officer for Pinnacle National Bank. Mr. Windsor has also held prior positions at First Mercantile Trust and Morgan Keegan & Company. He graduated from Acadia University with a bachelor’s degree in business administration.

Mr. Windsor received the Chartered Financial Analyst (CFA) designation in September of 2006 and is a member of the CFA Society of Memphis.

Mr. Windsor oversees the analysis, selection and monitoring of ERISA retirement plan investment options, as well as asset allocation model portfolios for the Retirement Plan Consulting Group Business.


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