Andrew Almeida, CFA, CFP®
Observer · DISC type ciAndrew 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
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.
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Calculativeness (C)
Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.
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