Andrew J. Feldman, CFP® is the President and Founder of AJ Feldman Financial. His background in the financial industry began when he was a teenager interning for his family’s specialist and market-making firm on the floor of The Chicago Stock Exchange. During this time he was able to learn about trading and market products. In 1993, he witnessed the first major Exchange Traded Fund (ETF) debut, the SPDR S&P 500 Index Fund (SPY). Although there was not much initial volume and interest in this product, the specialists and market-makers knew this was the beginning of something special. It was not until 1999 when the second major ETF premiered, the Nasdaq 100 (QQQ), that the trading community really embraced these funds. In 2000, this fund was the most actively traded security in the United States.
After graduating from Indiana University in the Liberal Arts and Management Program (LAMP) with a business certificate from the Kelley School of Business, a degree in Philosophy and a minor in Psychology, Andrew put his knowledge, training and experience to work with Treasury Equity, LLC. As a consultant to Treasury Equity, Andrew assisted in producing marketing materials, SEC filings and patent applications to bring new Currency Exchange Traded Funds to market. These product lines currently trade on the NYSE. He currently has a patent pending at the US Patent Office for these products.
After his work with Treasury Equity, Andrew started working with Lincoln Park Financial Group, LLC in Chicago, IL. Lincoln Park Financial is an independent financial services, asset management, and estate planning firm. In his two plus years at Lincoln Park Financial, as a Financial Consultant, Andrew obtained his series 7, 66, Illinois life, accident and health insurance licenses as well as obtaining the CFP® designation.
In March 2008, Andrew was given an opportunity to move his growing clientele as an Investment Management Associate at Mesirow Financial Investment Advisory. Andrew worked closely with a Managing Director who shared his vision of creating financial plans using ETF asset allocation.
In March 2009, Andrew accepted an opportunity to become a Member of GemShares, LLC. At GemShares, Andrew worked with the same partners of Treasury Equity to create and bring to market new commodity based Exchange Traded Funds. Andrew and his partners at GemShares were awarded patents #8239211 and #8706513 from the US Patent office.
In August 2010, Andrew used his knowledge and experience to create AJ Feldman Financial.
Andrew is a former member of the board of directors and a current member of the development committee of Center for Independent Futures, a non-profit in Evanston, Illinois that helps young adults with disabilities have access to opportunities to lead a full life. He is on the Investment Committee of The SamFund, a non-profit that assists cancer survivors in the United States between the ages of 17 and 35 with their transition into a successful post-treatment life. He is also a member of the Israel Bonds Chicago Campaign Advisory Council. Andrew is a CERTIFIED FINANCIAL PLANNER™ practitioner, member of The National Association of Personal Financial Advisors and a supporting member of the Association for Practical and Professional Ethics. Andrew, his wife, their son and daughter live in the Chicago area where they enjoy cooking, traveling and Chicago sports.