J. Andrew Concannon
CFA CFP ®  

Andy Concannon serves as a Senior Partner at Goelzer Investment Management, advising private clients and select institutions, co-managing the firm’s Rising Dividends Equity and Non-Traditional Assets Strategies, and serving as a member of the firm’s Investment Policy Committee and Leadership Team. Andy joined the firm in 2005 and served as the Chief Investment Officer until 2024.

During his tenure as CIO, the firm enhanced its investment philosophy and process, launched several proprietary investment strategies including the firm’s Rising Dividends Equity Strategy, our Non-Traditional Assets Strategy, and multiple fixed income strategies, and further enhanced our institutional approach to our investment management processes.

Andy is a member of the Indiana University School of Medicine Planned Giving Committee and served as a member of the board of directors of the CFA Society of Indianapolis for over half a decade.

Prior to joining Goelzer, Andy was the Director of the Indiana Portfolio Management Team at JP Morgan Private Client Services (formerly Bank One), where he was personally responsible for managing assets for individual clients and foundations totaling more than $1.3 billion. At Bank One, he also served as a Trust Officer of personal trust, individual advisory agency, and qualified-plan accounts.

Andy graduated from Ball State University with a Bachelor of Science degree in Finance (Cum Laude) where he was named the Outstanding Senior in Finance. He holds the Chartered Financial Analyst (CFA) designation and is a CERTIFIED FINANCIAL PLANNER™ professional.