![]() He is the brother of Coburn Barrett partner Ellie Wehlen. ![]() His Great Uncle is the heavyweight champion of the boxing world, Gentleman Jim Corbett. He started his career in institutional equity sales and trading, working for Salomon Brothers (Morgan Stanley) and the American securities firm Kidder Peabody (Paine Webber).Īndrew has a BA in History from the University of California Berkeley, where he was a four year basketball letterman. October 1997 - February 2006 Merrill Lynch October 1990 - May 1997 Kidder Peabody 1985 - 1990 Paine Webber 1979 - 1985 Skills Trading Systems, Equities, Program Trading, Capital Markets. Here he established the Capital Markets Group focusing on structured products, hedging, single stock risk management and venture capital distribution management. Profiles of all 805 Kidder Peabody employees: Eric Lund, Michael Noone, Sandy McNulty, Kimberly Wilkerson, Kenneth Chapin. Prior to starting Waterline Partners, Andrew was a Director of m圜FO’s Investment Advisory Department (now the American wealth management unit of BMO Harris Bank, Bank of Montreal affiliate). In 2011, Waterline Partners was sold to Northern Trust after which Andrew moved to M Wealth (M Financial Group, a life insurance company based in Portland, Oregon), to create innovative solutions and processes for wealth management. In 2004, Andrew founded Waterline Partners, an innovative wealth management company servicing the complex needs of multi-generational families. Andrew is a Board Observer at DiaMed Care SA, a Switzerland-based medical equipment financing platform, and also a Director of Alp Financial, a multi-family office providing diverse financial services for its global clientele. After the acquisition, the Kidder Peabody name was dropped. In 1994, after numerous losses including those related to Jett, the firm was hurriedly sold to Paine Webber. was owned by General Electric Corporation, who had purchased the firm in 1986. Andrew is a founder and partner of Coburn Barrett, responsible for managing investor relations and advising clients on effective wealth management and succession planning strategy. Kidder Peabody At the time of Jett's employment, Kidder, Peabody & Co.
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