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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

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Andrew M. Jensen, CAIA
Andrew M. Jensen, CAIA, photo 1
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Location

San Diego, California, United States