Andrew R. Powell

Principal

Andrew's responsibilities include trust operations, compliance, financial planning & analysis and strategic development.  In addition to serving on CTC's Board, Andrew is the acting COO / CFO of the company.  In overseeing these corporate functions, Andrew draws upon his extensive experience in growing and managing businesses across a variety of industries, regulatory environments and corporate structures. 

Andrew is also a relationship manager for numerous trusts administered by Concord Trust Company.  In this role, Andrew enjoys helping families and their advisors execute complex estate and tax planning strategies.  Andrew works with both US and international clients, and draws upon a wealth of knowledge regarding administration of multi-participant trusts with complex structures and investments in atypical asset classes. 

Andrew brings over 20 years of experience in finance, operations, and corporate strategy to Concord Trust Company.  Prior to joining CTC, Andrew held several strategy and finance focused leadership roles, including significant experience with a private investment and family office firm.  Through his prior experiences he engaged in numerous projects encompassing commercial due diligence, valuation, strategic development and detailed business planning.

 

Andrew holds a BA in Mathematics from Hamilton college, an MA in Mathematics from the University of Maine, and an MBA from Columbia University. 

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Andrew Powell
Concord Trust Company
603.219.0264
3 Executive Park Dr., Ste 302
Bedford, NH 03110
605.646.0300
211 Founders Park Dr., Ste D
Rapid City, SD 57701