history & culture
why santa fe
avalon gleanings
the pragmatics
investment management
corporate trustee/fiduciary
estate planning
family office
charitable giving
client successes
investment philosophy (sri)
portfolio management
themes and trends
Andrew Wallerstein
Christine McDermott
Julia Peters
Christian Trout
Daniel Burns
Molly Damron
Rhonda Willett Petty
Ariel Brunn
Marisa Ornelas
Stacey Pinkwater
Cody Cravens
Brian Marra
Charlie Dobson
Erika Hermans
Melanie Dubin
Advisory Board
Richard Albright
William Miller
Mark Pelson
Andrew WallersteinChief Executive Officer

As CEO and Principal of Avalon Trust, Andy oversees the Company's strategic direction, ensuring that Avalon maximizes the strength of its independence and continues to build relationships. He is a member of the Avalon investment committee, actively manages client portfolios and conducts investment research. He leads the Avalon team in resolving complex client concerns and coordinates our network of qualified professionals to bring the full resources of Avalon to our clients.

Before joining Avalon, Andy was a partner for 16 years at Baldwin Brothers, an investment advisory firm outside of Boston. Andy has been involved in numerous for-profit and non-profit boards. He was the founding Chairman of the Board of the Wolf School, a school for children with learning disabilities, and a founding venture partner at the Rhode Island Foundation. Currently, he is Board Chair of SITE Santa Fe and a member of the Board of The Middlebridge School. Andy received a bachelor's degree from Brown University and an MBA from the Anderson Graduate School of Management at UCLA.