Andrew Ochoa

Portfolio Administrator
With Apriem Since 2021

Responsibilities:  Andrew assists our investment team with portfolio administration, investment research, and portfolio evaluations on a daily basis. 

Expertise: Andrew is an innovator at heart, constantly seeking to think outside the box. He has been known to respectfully question tradition in an effort to find a more efficient and effect path across the finish line. 

Passion: I am passionate about financial markets! As an intern I had the opportunity to manage 3 portfolios, however looking back I realize that experience turned my attention toward the lifelong benefits, tool and financial freedom that we are passing onto the clients we serve!

Life Experience: I grew up surrounded by a big family who instilled in me to do your best in everything that you do. I followed their advice throughout my life, which is why I am who I am today.

Harmon KongMark IwamotoRhonda DucoteBenjamin LauLandon YoshidaChris WhitakerJosh GarlandJennifer OlsonShawn CovarrubiasLindsay DuranMegan SchwabSunni Allen