Andrew (“Andy”) D.W. Hill and Jennifer R. Figurelli created the firm in January 2010, after working together for 10 years in the corporate trust banking industry.
The firm was created to address the lack of local and professional investment management and financial concierge services for clients within the $400,000 to $4,000,000 range. Every client has a customized and actively managed investment portfolio and also access to a variety of personal financial concierge services.
Typical clients include professionals, retirees, senior citizens, trust beneficiaries, pension plans and captive insurance companies.
Fidelity Investments is the firm’s, third-party custodian and provides safekeeping for our clients’ assets, online access and delivery of account statements.
Andrew D.W. Hill, CFA- Partner
Andrew (“Andy”) D.W. Hill has more than 30 years of portfolio management experience in Investment Management. He is the President of Andrew Hill Investment Advisors, a boutique investment advisory firm that he co-founded with business partner Jennifer Figurelli in 2010. Over the past seven years in business, the firm has grown to manage over $67 million in client assets while focusing on relationships between $400,000 to $4 Million.
Prior to forming his own firm, he was a Senior Portfolio Manager and regional Chief Investment Officer with two regional Trust banks. While at both institutions, Andy served in various nationwide investment strategy capacities including forming asset allocation recommendations and political research.
Andy holds an MBA from Syracuse University and a Bachelor of Science degree from Canisius College. He is a Chartered Financial Analyst and a Certified Public Accountant in New York State. He is a Past President of the Financial Analysts Society of Naples. Andy was also recently inducted into the Sigma Beta Delta International Honor Society. He is also an Adjunct Professor at Ave Maria University teaching statistical analysis.
Andy is frequently interviewed by the media covering the financial markets. His comments are often mentioned in Investor’s Business Daily, Naples Daily News, and Fort Myers News Press. He has also appeared on CNBC and FOX.
Andy was previously the Vice Chair of the Board of Directors for the Conservancy of Southwest Florida; Board of Directors of the Snook & Game Fish Foundation; Past President of the Estuary Conservation Association; Past President of the Naples Financial Analysts Society. He currently serves on the Hodges University President’s Council and the Collier County Medical Society Foundation’s Board of Trustees. Andy also sits on the regional council for the National Parks Conservation Association.
Andy is married to Dr. Susan M. Liberski and they have two German Shepherd dogs- “Apollo” and “Skipper”. In his spare time, he enjoys spending time with his family, fishing on his boat and relaxing at his second home in Chokoloskee, Florida.
Jennifer R. Figurelli, CTFA- Partner
Jennifer R. Figurelli, CTFA, is the Managing Director of the firm. Prior to establishing the firm, Jennifer was a Trust Officer with a national trust bank. Jennifer has significant experience working with individuals who are undergoing transition, including elder care issues/aging parents, special needs planning, financial education for family members, college planning/children and money issues and retirement planning.
Jennifer is a Certified Trust and Financial Advisor. She received her Bachelor of Arts degree in Business Administration from Florida Southern College and a Legal Assistants Certificate from Florida Atlantic University. She also is a graduate of the Florida Bankers Association Graduate Trust School and holds Life, Health and Variable Annuity designations. Figurelli is a licensed Investment Advisor Representative in the State of Florida (Series 65).
A native Floridian, Jennifer has lived in Naples since 1976. She is actively involved in her community and has volunteered for The David Lawrence Foundation, Youth Haven, Habitat for Humanity, National Alliance for the Mentally Ill of Collier County, and St. Peter the Apostle Catholic Church. Jennifer is a graduate of the Naples Chamber Leadership Collier Class of 2015.
Jennifer is married to Michael Figurelli and they have two children, Dante and Ginger, and two pets- a Shih-Poo dog named “Popeye” and a cat named “AiNi”. In her spare time, Jennifer enjoys spending time with her family and often retreats to camping in the great outdoors.
Dr. Robert D. Lovett- Investment Advisor Representative
Dr. Robert D. Lovett is a licensed Investment Advisor Representative in the State of Florida. He has 40 years of experience in the financial sector. Dr. Lovett was a United States Delegate to the International Standards Organization developing international practice standards for financial planning. He was also a member of the Advisory Board of Swiss Enterprise, an international investment advisor in Geneva, Switzerland. In addition to his advisory services, Dr. Lovett has spent over 25 years instructing financial professionals at several universities and colleges. He is past Regional Director for Florida State University, Certificate in Financial Planning Program, past Director of The Institute of Financial Studies at Nova Southeastern University, and past director of the CERTIFIED FINANCIAL PLANNER ™ Certification Education Programs at Florida Gulf Coast University and Barry University. He currently teaches accounting classes at Hodges University.
Dr. Lovett earned a Doctorate in Business Administration, Accounting, at Nova Southeastern University, and a Master of Science, Taxation at Seton Hall University. He completed his undergraduate studies at Northeastern University, Boston, MA. Dr. Lovett is a member of the Academy of Financial Services, the Academy of Finance, and Sigma Beta Delta International Honor Society for Business, Management and Administration. Dr. Lovett resides in Bonita Springs with his wife, Barbara.
Elicha D. Moore- Client Concierge Representative
Elicha brings several years of professional experience to AHIA. Most recently, she served as an Office Manager at Cinnabar Design. She also previously worked as an Administrative Associate for Leo Jr. Landscaping in Naples. Prior to that, she was an Executive Assistant at the La Mer beachfront condominium in Park Shore and an Administrative Assistant at Taylored Food Concepts in Champaign, Illinois.
Moore earned her Bachelor of Arts degree in Sociology from Illinois State University in Bloomington-Normal, Illinois. She also previously earned an Associate Degree from Parkland College in Champaign, Illinois, and studied Psychology at Phoenix College.