Meet Your Team
About
Andrew Barag is a Senior Investment Advisor for Capital Investment Advisors (CIA) in our Atlanta office. He sits on the Investment Committee and works with clients to better understand their goals/needs 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 where he collaborated 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.
During his free time, he enjoys cheering on Atlanta’s different teams, including the Braves and Falcons, catching a concert, golfing, traveling, and spending time with his family.
Your Team
Every family at Capital Investment Advisors is supported by a dedicated team.
Insights
Published on the Capital Investment Advisors blog.
Start with a no-pressure conversation about your goals, your questions, and what a plan built around your family could look like.
Capital Investment Advisors, LLC is an investment adviser registered with the U.S. Securities and Exchange Commission. Registration does not imply any level of skill or training. For more information, including our Form ADV, please visit https://adviserinfo.sec.gov/firm/summary/158055.
A clear, no-pressure guide to deciding whether converting pre-tax retirement savings to a Roth may fit your situation.
