CEO, Senior Wealth Advisor
As Centerline’s Founder, Andy Arnold has an impressive institutional investing record that spans more than 20 years. He possesses extensive training and experience in investment management as well as retirement income and wealth transfer planning for individuals, physicians, growing businesses and their owners. With special expertise in long-term investment planning, Andy brings his clients an array of solutions that are both reliable and innovative.Full Biography
Director of Operations
Integral to the successful development and implementation of client financial plans are Matt’s experience as an analyst and his reputation for scrupulous attention to detail. The extensive investment research Matt conducts is vital to customizing individual portfolios. Matt enjoys collaborating with clients, participating in strategy sessions and serving as COO.
Director of Client Services & Compliance
The consummate professional, Heather is indispensable in managing all aspects of the firm’s compliance, administration and marketing responsibilities, for which she is well qualified. Heather joined Centerline Wealth Advisors with Andy and Matt from UBS where, as a Client Service Associate, she handled daily client support and communications as well as contributing to the success of key marketing and event planning initiatives.Full Biography
Financial Planning Associate
An important part of the Centerline team, Ben displays his expertise in a variety of areas by working with successful professionals, families and businesses to help them build plans and prepare for the future. Ben plays a key role in both the development and implementation of clients’ individual financial plans and also provides important investment research used in building our portfolios.Full Biography