Andrew Almeida, CFA, CFP®

Observer
DISC Type : ci

Director of Investment Services at XYPN Invest

New York, New York, United States

Overview

Andrew Almeida is the Director of Investment Services at XYPN Invest, where he serves as an outsourced CIO for family offices, funds, and advisors. A graduate of Hofstra University, he holds both CFA and CFP certifications, specializing in portfolio management and investment strategy.

Outside of his primary role, Andrew is a co-founder of a youth soccer organization, 10z Team Soccer. He is also a writer, publishing a newsletter that covers macroeconomics, microeconomics, and cryptocurrency, and has contributed to the CFA Institute Enterprising Investor Blog.

He has been advocating for focusing on blockchain technology over crypto speculation for years, a viewpoint now gaining traction in the industry.

Personality Overview

Example Seeker

Curious

Value Driven

They are likely to ask many questions and look heavily for supporting information.  They are generally strong communicators and are not easy to convince. They can sound friendly and charming but can quickly change gears to become inquisitive and probing.

Topics They Care About

Blockchain Technology
Authored a blog for the CFA Institute titled "Let's Talk Blockchain, Not Crypto, " advocating for focusing on the technology's business applications over speculative assets.
Cryptocurrency Investing
Hosted a session on Bitcoin at the XYPN LIVE conference, indicating a specialized interest in digital assets within investment portfolios.
Outsourced CIO Services
His role focuses on providing outsourced CIO services to family offices, funds, and financial advisors, highlighting his expertise in high-level investment management.

Media Appearances

Andrew has no verified media appearances

Work History

2-2025
Director of Investment Services at XYPN Invest
7-2023
Blockchain Infrastructure at Rise & Shine
3-2017 - 7-2023
Outsourced CIO to Family Offices | Funds | Advisors at Go CIO
3-2018 - 8-2021
Co-Founder at 10z Team Soccer
2-2016 - 3-2017
Associate Portfolio Manager at City National Rochdale

Education

2007 - 2011
BBA from Hofstra University

More Information

Social Presence :

Prographics :

Exp : 9 Location : New York, New York, United States Job Level : Mid-senior Designation : Director of Investment Services at XYPN Invest
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Insights For Selling To Andrew

During A Call Or A Meeting

DO's

  • Invite them for a social do but don’t rely solely on the relationship
  • Focus on immediate action-items rather than the larger goals
  • Build rapport, it will come handy to handle hard questions later

DONT's

  • Don’t rely excessively on your relationship with them to win the deal
  • Don’t brush off any concerns, take all questions seriously
  • Don’t be too objective but make sure to pad your storytelling with data points

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Andrew is

  • Proven value, strong testimonials are important to them, relationships will have some weightage.
  • Will you ever get a clear answer from Andrew

  • They are practical yet friendly, don’t expect a clear no very often.

Insights For Deal Planning

    How fast (or slow) will Andrew move?

  • They like to analyze well and then make their decisions.
  • Can Andrew take some risk or not?

  • They evaluate their decisions systematically and are less likely to take risks.

You And Andrew

Personality Compatibility


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