Clients
» Home » Biographies » Alicia M. André, CFA
Alicia André has over 25 years of experience as a client relationship manager and strategist, partnering with clients to manage and protect their assets by helping to define their financial and investment goals and by implementing appropriate strategies. She frequently works with individuals, corporate executives, and multi-generational families, as well as foundations and endowments.
Alicia also works closely with clients in financial, educational, retirement and cash-flow analysis and planning. Through the financial planning process, she works to develop strategies on the management of tax-deferred retirement plans in conjunction with clients’ taxable portfolios. She has also worked with clients to develop strategies for managing concentrated stock positions that include option and liquidity strategies and is experienced in managing assets for government employees and in complying with the rules of the Office of Government Ethics.
Alicia served as Managing Director and Senior Client Advisor for Silver Bridge Advisors, which was acquired by Banyan in 2013. Prior to her career at Silver Bridge, Alicia was a Portfolio Manager for Boston Safe Deposit and Trust Company, where she managed agency accounts, personal trusts and charitable endowments.
Alicia has been named in 2012, for the third year, a Boston Magazine FIVE STAR Wealth Managers, a list made up of less than three percent of approximately 20,000 wealth managers in the Boston area. She holds the Chartered Financial Analyst designation, and is a graduate of the Rochester Institute of Technology where she earned an MBA in Finance and a BS in Business Administration. She is a member of the Boston Security Analysts Society and the CFA Institute. Ms. André is also an avid sailor.
2012 FIVE STAR Wealth Manager – Five Star Professional, as a third-party research firm, partnered with Boston magazine to find wealth managers who satisfied 10 objective eligibility and evaluation criteria that are associated with wealth managers who provide quality services to their clients. Award candidates were identified by one of three sources: firm nomination, peer nomination or prequalification.
Five Star Professional relied on internal and external research data, including a survey to more than 13,300 registered financial services professionals and all identified financial service companies in the Boston area that are registered with FINRA or the SEC.
Survey recipients were asked to nominate wealth managers they felt were worthy of consideration for the Five Star Wealth Manager award. Each wealth manager was reviewed for disciplinary actions, customer complaints and regulatory actions as reported by regulatory agencies. The evaluation was based on criteria, including customer service, integrity, knowledge/expertise, communication, value for fee charged, meeting of financial objectives, post sale service, quality of recommendations, and overall satisfaction. After review by a panel of local industry experts and a review of regulatory history, Five Star Professional determined the final list of 2012 Five Star Wealth Managers scoring highest in overall satisfaction and representing less than 3% of the approximately 19,400 wealth managers in the Boston area. The results of the survey should not be interpreted as reflecting the approval or disapproval of Banyan’s services by clients, and is not intended to be indicative of or a promise of future performance.
All Biographies
M