Andrew Jung
“To strive, to seek, to find, and not to yield." – “Ulysses” by Alfred, Lord Tennyson
About Andrew
After graduating from undergrad at the Ohio State University I knew I wanted to follow in my father’s footsteps by educating and enabling others with their financial wellbeing. This led me to joining Crew Capital in the Summer of 2022. Crew Capital enables me to follow my core tenants of personal growth, higher education, and giving back to others.
Outside of work my ambitions include living an active life, enjoying quality time with friends & family, cheering on my local sports teams, tasting craft beer, scuba diving, and adventures with my golden doodle, Wallie.
What I do For crew and you
At Crew Capital, my role revolves around research, analytics, strategy, and valuation. All things that I have a deep passion and understanding for. My purpose is to collect the most material financial information, analyze this data into an easy-to-understand format, and seek to provide the most strategic outcome for any financial problem.
My goal is to reduce the stress & anxieties that our clients have when it comes to finances.
Work Experience
My prior work experience includes: a wealth management internship, a financial analyst & valuation internship, and I was a part of the Ohio State University student investment management (SIM) program. Furthermore, I was a member of the Honors Finance Cohort at the Ohio State University. These experiences have provided me with the following financial skills: investment management, client relations, research & data analytics, and valuation models.
Education
CFA Candidate Level III
Ohio State University Honors Finance BA,
St. Xavier High School
Other Team Members
Robert F. Jung
CFA, CPA(inactive)
Founder
Matthew Swendiman, CFA
Financial Advisor
Peter Baden,
CFA
Financial Advisor
Dan Schneider, CFP®
Financial Advisor
Rick Bell
Senior Advisor
Andrew Jung
Research Analyst
Sarah Argo
Operations Manager
Helping You Achieve Your Goals Through Passion, Trust, And Transparency.
Get in touch:
Email: sargo@crewcapital.com
Phone: 513-618-6460
Address: 4030 Smith Road, Cincinnati, OH, 45209
© Crew Capital 2023 - All Rights Reserved
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.