Andy Waisburd

Andy Waisburd

Co-Head of Investments @ Vise

About

Andy Waisburd is Co-Chief Investment Officer for Vise, a technology-powered asset manager that uses artificial intelligence to help financial advisors build, manage, and explain personalized portfolios at scale across a broad range of asset classes and investment strategies. Vise is leading the industry-wide shift toward Wealth 3.0—the next step beyond mutual funds, ETFs, and index funds into personalized, automated portfolios. As Co-CIO, Andy is responsible for investment research, portfolio design and construction, and other investment related functions. He plays a crucial role in shaping the roadmap for investment initiatives and collaborates closely with business partners across the firm to achieve common goals. He brings to this effort nearly 20 years of experience building and leading investment teams. Prior to joining Vise in January of 2023, Andy served in multiple senior roles at Invesco. He was the founding member and Head of Invesco Indexing, as well as the Global Head of Portfolio Management and the US Director of Research for the firm’s active quantitative investment business. Andy was an assistant professor of finance at Texas Christian University before entering the industry. He earned a BS in Statistics from Cornell University, and an MS and PhD in Finance from Indiana University.

Country

United States

City

Boston

Industry

Investment Management

Skill

Asset Management, Investment Management, Portfolio Management, Quantitative Management, Equities, Indexing, Quantitative Investing, Factor Investing, Quantitative Finance, Portfolio Optimization, Investment Portfolios, Investment Strategies, Investments, Quantitative Analytics, Quantitative Research, Quantitative Risk, Index Management, Index Funds, Indexation, Equity Indexed Annuities

Experience

Vise

Co-Head of Investments

Vise

LinkedIn
2026-3 - Present · 6 mos

New York, NY

Vise

Co-Chief Investment Officer

Vise

LinkedIn
2023-10 - 2026-2 · 2 yrs 5 mos
Vise

Head of Investment Solutions

Vise

LinkedIn
2023-1 - 2023-9 · 9 mos
Invesco

Head of Invesco Indexing

Invesco

LinkedIn
2017 - 2022 · 5 yrs

Boston, MA

Invesco

Global Head of Portfolio Management, Invesco Quantitative Strategies

Invesco

LinkedIn
2016 - 2017 · 1 yr
Invesco

US Director of Research, Invesco Quantitative Strategies

Invesco

LinkedIn
2011 - 2016 · 5 yrs
Invesco

Senior Quantitative Analyst, Invesco Quantitative Strategies

Invesco

LinkedIn
2008 - 2011 · 3 yrs
BMO Global Asset Management

Senior Quantitative Analyst, Harris Investment Management

BMO Global Asset Management

LinkedIn
2007 - 2008 · 1 yr

Chicago, IL

NYSE

Director of Research, NYSE-Arca

NYSE

LinkedIn
2005 - 2007 · 2 yrs

Chicago, IL

Texas Christian University

Assistant Professor of Finance

Texas Christian University

LinkedIn
2000 - 2005 · 5 yrs

Fort Worth, TX

Education

Cornell University

Cornell University

LinkedIn

Statistics

Indiana University Bloomington

Indiana University Bloomington

LinkedIn

Finance

Indiana University Bloomington

Indiana University Bloomington

LinkedIn

Finance

Andy Waisburd's Contact Information

Email

******@***.com

Phone

(**) *** ****

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