Andrew Michael Karr

Current Employers

Employment History

• 01/2013 → 02/2021
  Bb&T Securities, Llc
  Mclean, VA
• 02/2021 → 11/2021
  Truist Investment Services, Inc.
  Mclean, VA
• 02/2021 → 11/2021
  Truist Advisory Services, Inc.
  Atlanta, GA
• 11/2021 → Present
  Rockefeller Financial Llc
  Bethesda, MD
• 02/2024 → Present
  Rockefeller Capital Management
  Bethesda, MD

Previous Registrations

• 2021-02-17 → 2021-11-14
  Truist Advisory Services, Inc.
  Mclean, VA
• 2013-01-02 → 2021-02-17
  Bb&T Securities, Llc
  Mclean, VA
  Richmond, VA
• 2009-06-12 → 2013-01-02
  Scott & Stringfellow, Llc
  Mclean, VA
• 2006-12-08 → 2009-06-15
  Wells Fargo Clearing Services, Llc
  Mclean, VA

Other Businesses

UNITED JEWISH ENDOWMENT FUND POSITION: Investment Committee Member NATURE: Investment Committee Member - oversight on the Jewish Federation of Greater Washington's Endowment Fund. Assets are currently managed and will remain managed by Greystone Consulting. INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 10/01/2018 ADDRESS: 6101 Executive Blvd, Suite 100, North Bethesda MD 20852 WOODMONT COUNTRY CLUB POSITION: Board Member NATURE: General Board Member - Help the club with its mission and participate in decisions to benefit the clubs operations INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 05/27/2020 ADDRESS: 1201 Rockville Pike, Rockville MD 20852 WOODMONT COUNTRY CLUB POSITION: Investment Committee Chair NATURE: ADVISING ON INVESTMENT DECISIONS WITH OTHER COMMITTEE MEMBERS ON THE CLUBS LONG TERM RESERVES & CASH MANAGEMENT ACCOUNTS INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 07/16/2015 ADDRESS: 1201 Rockville Pike, Rockville MD 20852, United States DESCRIPTION: ADVISING ON INVESTMENT DECISIONS WITH OTHER COMMITTEE MEMBERS ON THE CLUBS LONG TERM RESERVES & CASH MANAGEMENT ACCOUNTS JEWISH FEDERATION OF GREATER WASHINGTON POSITION: Member - Finance Committee NATURE: This is an extension of responsibilities on the investment committee. The finance committee has a representative from all other financially related committees (i.e. Investment, Audit, Budget,etc) INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2020 ADDRESS: 6101 Executive Blvd, Suite 100, North Bethesda MD 20852 DELTA INVESTMENT PARTNERS LP POSITION: Partner NATURE: Residential Real Estate Investment & Rental INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2013 ADDRESS: , Murrysville PA , United States DESCRIPTION: Managed current real estate properties, acquire new properties and maintain financial records for entity

Exams

• S66 Uniform Combined State Law Examination
  2006-12-07

Other Names

• Drew Michael Karr