SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: The SYM Financial Advisors logo.
SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: The SYM Financial Advisors logo.

Andy Popenfoose

SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: A professional in a suit and tie stands behind a desk, gesturing as he speaks.

Andy Popenfoose

Principal and Chief Investment Officer

In his role as Chief Investment Officer, Andy draws from experience in communicating with individuals from varied backgrounds. Prior to working with SYM, Andy lectured courses in investments and portfolio management at Loyola University Chicago’s Quinlan School of Business, contributed research to expert testimonies heard by congressional boards and in several of our nation’s largest financial court cases, and was awarded the Bronze Star Medal in Operation Iraqi Freedom.

Fort Wayne, IN

apopenfoose@sym.com

@andrew-popenfoose-cfa-6a479515

Click here to get video insight from Andy on the markets

Andy explains the research and strategies for SYM investments at the CIO Corner. This is a great place to hear from the man leading the investment department.

Credentials

SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: Purdue University logo featuring the black and gold “P” emblem next to the university name.

Bachelor of Science in Management and Master of Science in Finance – Purdue University, West Lafayette, IN

SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: Winthrop University logo featuring a white eagle emblem above the text on a maroon background, representing the standards of SYM Financial Advisors as a commission-free fiduciary.

Master of Business Administration – Winthrop University, Rock Hill, SC

Emblem of the Army Mountain Warfare School featuring a ram’s head, crossed ice axe and knife, and climbing boots, with the text “Army Mountain Warfare School,” “April 1983,” and SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients.

Military Education – Infantry Officer Basic, Infantry Mortar Leader Course, Anti-Armor Leader Course, Three Army Mountain Warfare Schools

SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: CFA Institute logo featuring a stylized flower graphic above the text, representing SYM Financial Advisors.

Chartered Financial Analyst®

Community

SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: Winthrop University Foundation logo featuring a maroon eagle emblem, the university name in serif text, and “Foundation” below a horizontal line.

Member Board of Directors, Investment Committee Chair

SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: Four:10 Ministries logo featuring a gradient-colored pitcher pouring water into the text, supported by SYM Financial Advisors.

Member Board of Directors, Vice President

 

Volunteer, service projects in Warsaw, IN and in Chicago, IL

Volunteer, various disaster relief efforts in the U.S. and Asia

Andy’s Words to Live By

Do you know what investing for the long run but listening to market news every day is like? It’s like a man walking up a big hill with a yo-yo and keeping his eyes fixed on the yo-yo instead of the hill.

Personal Pursuits

Andy loves being active outdoors with his wife, Caroline. It is his personal goal to summit all fifty-three of Colorado’s 14,000-foot peaks (and he is well on his way). Andy also plans to hike the John Muir Trail but, for now, he has the new joys of fatherhood to explore and enjoy.

Favorite Books

“Grit” by Angela Duckworth

“Adaptive Markets” by Andrew Lo

As life events and stages demand adjustments to your financial plan, SYM’s mission is to proactively attend to your financial realities as your advocate so that you can focus on relationships and enjoying life. To have SYM Financial Advisors Warsaw work for you call 800-888-7968 or email info@sym.com.