Andrew Almeida, CFA, CFP®
Login to view DISC.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.
Read the full overview →How Andrew shows up
Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.
Topics Andrew cares about
Work history
Media appearances
DISC profile (public)
DISC behavioral profile
Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.
More profiles
Discover additional public profiles from our index.
Search more profiles
Looking for someone else? Search here for anyone.