Andrew J. OutcaltAndrew J. OutcaltClient Associate
Andrew J. Outcalt serves as the team’s business analyst and is integral to the financial management of client’s accounts. He is responsible for managing day-to-day business activities, clients’ account oversight, banking, credit, and lending for the team. He works closely with clients as a Series 7 and 66 licensed financial professional while solving problems. Prior to joining J.P. Morgan, Andrew worked at UBS Asset Management (Chicago) and Capital Advisors, Ltd. Andrew is a graduate from the Ohio Wesleyan University with a B.A. degree in Finance Economics and minor in Accounting. He was a college student-athlete, serving as team captain for the varsity golf team. Andrew is passionate about family, volunteering, and his hometown of Cleveland.