Andrew Kitchings CFA®, CAIA, CMT, ERP, FRM Manager, Investment Due Diligence - Investment Management and Research
  • Helps oversee Commonwealth’s Preferred Portfolio Services® Select program and the Commonwealth Model Portfolios
  • Assists with asset allocation, security selection, and ongoing portfolio monitoring
  • Holds the Chartered Financial Analyst (CFA®), Chartered Market Technician (CMT), Chartered Alternative Investment Analyst (CAIA), Energy Risk Professional (ERP), and Financial Risk Manager (FRM) designations and is a member of the Boston Security Analysts Society
  • Holds the FINRA Series 7 and 66 securities registrations
  • Earned dual degrees in economics and history with a concentration in East Asian studies from Emory University
  • Has prior experience in positions at LPL Financial and Bank of America
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Tax Upload

As of the current period, we regret to inform you that we are temporarily unable to accept tax uploads for the fiscal year 2024. However, we want to assure our users that this restriction is only temporary, and we anticipate resuming the acceptance of tax uploads for the subsequent tax year, 2025. We appreciate your understanding and cooperation during this period, and we look forward to assisting you with your tax submissions in the upcoming year.

Please stay tuned for further updates on when the upload facilities will be reinstated for the 2025 tax season.