Andrew Koris’ journey into the financial world began with a deeply personal experience that shaped his career's purpose and resilience. During his high school years, Andrew’s father, a prominent hand surgeon in Boston, Massachusetts, suffered a debilitating stroke, thrusting Andrew into the role of managing his family’s complex financial situation. This formative experience instilled in him a profound sense of responsibility and a commitment to helping others navigate their financial lives.

After earning a degree in economics from Trinity College, Andrew joined Morgan Stanley’s prestigious Excelsior Wealth Management team, where he worked closely with Ultra High Net Worth (UHNW) families across the country. Over time, Andrew developed a keen expertise in alternative investments and a systematic approach to financial planning, emphasizing organization and client-specific processes. His focus on personalized relationships and innovative solutions allowed him to make a lasting impact on his clients’ financial well-being.

Following his success at Morgan Stanley, Andrew moved to Oppenheimer, where he played a pivotal role in growing assets under management from $200 million to over $2 billion. Today, at Periscope, Andrew combines his deep knowledge of alternative investments and his passion for client-centric planning to help his clients, who include technology executives, entrepreneurs, and medical professionals, achieve their long-term financial goals.

Andrew resides in New York City’s West Village with his wife, Shayla, and their puppy, Poppy. Outside of work, he is dedicated to giving back to his alma mater as the president of Trinity College’s alumni network in New York City.