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Andrew M. Jensen, CAIA

Senior Wealth Advisor, Director of Alternative Investments, & Investment Committee Member at Zermatt Wealth Partners

Andrew M. Jensen, CAIA is a Senior Wealth Advisor, Director of Alternative Investments, and Investment Committee Member at Zermatt Wealth Partners, based in San Diego, California.12 With nearly two decades of experience in investment management and financial services, Jensen specializes in providing high-level wealth management services to high-net-worth clients.1

Professional Background

Andrew Jensen has a diverse background in the financial industry, including:

  • Managing a portfolio within a long/short equity hedge fund
  • Serving as Senior Vice President with a commercial real estate investment bank
  • Working as Senior Vice President of a Private Equity and Hedge Fund Investment Platform1

Expertise

Jensen's areas of expertise include:

  • Alternative Investments: He has over a decade of experience investing in various Private Alternative investment funds, such as Private Equity, Private Credit, Real Estate, and Hedge Funds.14
  • Chartered Alternative Investment Analyst (CAIA): He holds this designation, demonstrating his proficiency in alternative investments.12
  • Tax-Efficient Strategies: Andrew has in-depth knowledge of low-cost, sophisticated insurance products that can be used to minimize tax implications for high-net-worth clients with actively managed investment strategies.1

Role at Zermatt Wealth Partners

At Zermatt Wealth Partners, Andrew Jensen's responsibilities include:

  1. Providing wealth management services to high-net-worth clients
  2. Serving on the Investment Committee
  3. Growing the ZWP practice through partnerships with estate planning, CPA, and investment banking professionals
  4. Recruiting wealth advisors to join the firm1

His approach focuses on simplifying complex financial matters for clients while striving to achieve optimal financial outcomes.13

Highlights

Mar 20 · linkedin

PSA: Cash proxies (CDs, savings accounts, $ mrtk funds) are losing their appeal, and this can accelerate quickly. In other words, that delicious, risk-free Texas bbq portioned lunch is becoming smaller and could become a lack luster amuse-bouche in the blink of an eye.

This is the main driver behind why cash mgmt accounts are quickly becoming one of the fastest growing segments on the asset mgmt side of our business (cash management/reserve/funding accounts=efficient, investment grade bond ladders). Owners of businesses in industries that tend to carry high cash balances (our minimum is typically $500k for custom bond ladders) are recognizing the opportunity to lock in the highest yield we have seen in 20 years +/-. It's a meaningful boost to earnings.

It's also a great bucket for HNW families to earmark committed/uncalled capital in a tax free, accretive bond ladder. Works best on the corporate and family side in conjunction w/ integrated tax and financial planning advisory work. Either way, make sure you consult with a pro.

Feb 22 · linkedin

To all our friends and connections at RIVN who have been affected by the recent round of layoffs...

Being laid off is often a stressful and confusing time, and we feel for you and wish you health and prosperity coming out on the other side of this.

A layoff is an excellent time for introspection, retrenching and strategizing on both personal and professional levels. You've been 'going hard' during your time at RIVN in growth mode, and I'm sure you have gained some amazing experience and relationships.

If you have any questions or concerns about RIVN stock options, vested stock, your 401k or other benefits, we would be happy to schedule a brief discussion with you. If we can relieve any stress on this front we’d love to help.

We have set up a specific scheduling channel for anyone who wishes to book time.

Related Questions

What are Andrew Jensen's key achievements in his career?
How does Andrew Jensen's experience in alternative investments benefit his clients?
What specific strategies does Andrew Jensen use to optimize wealth for his clients?
How has Andrew Jensen's background in hedge funds and private equity influenced his approach to wealth management?
What makes Zermatt Wealth Partners unique compared to other wealth management firms?
Andrew M. Jensen, CAIA
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Location

San Diego, California, United States