Andrew Barag is an Investment Associate for Capital Investment Advisors (CIA). He works with clients and other advisors to better understand the needs of our retirees and to help create customized investment portfolios.
Andrew graduated with a B.S. in Finance from Miami University of Ohio. He has also completed the Financial Planning Certification Program from the University of Georgia’s Terry College of Business. Prior to joining CIA, he worked for Capital Group Private Client Services. During his time there he worked closely with several financial advisors to manage roughly $1.5 billion in client assets. He also has extensive investment/financial planning experience from prior positions at Morgan Stanley and Waddell & Reed.
Andrew currently resides in Atlanta. During his free time, he enjoys cheering on Atlanta’s different teams including the Falcons and Braves, catching a concert, traveling, and spending time with his family.