Managing Partner

Andy Stern offers clients the benefit of his significant experience in wealth and investment management. Before launching YorkBridge Wealth Partners, Andy served as a Managing Director at Lebenthal Wealth Advisors where he provided clients with guidance across many facets of wealth management including portfolio construction, planning strategies and wealth transfer. Prior to joining Lebenthal in 2014, Andy spent 17 years at Morgan Stanley and predecessor firms. He first worked as an analyst at Smith Barney Asset Management and then rose through the ranks to become, among other roles, Co-Portfolio Manager of a U.S.-based large-cap growth equity portfolio with nearly $1B in assets. Andy received an MBA degree from the Leonard N. Stern School of Business at New York University and his undergraduate degree from Emory University. He lives in Amagansett with his wife and three children. Andy coaches youth sports; he and his wife are involved in several local non-profit organizations.