Andrew Mong

Andrew is a proud lifelong Iowan and graduate of Iowa State University with a BS in Finance and a minor in Accounting. Joining the Basepoint team in 2020, Andrew has a strong aptitude for data analysis and excels at understanding and solving complex problems and providing simple solutions for clients. 

Working closely with our team of advisors daily, he thrives on helping our clients reach their financial goals from the investment perspective. Currently his team is responsible for management of $520 million in client assets. 

Outside of work, Andrew spends free time with family & friends, lowering his score on the golf course, playing tennis, reading and cheering on the Hoosiers, Pacers, Colts and NY Yankees. He values continuous learning opportunities and is currently studying for the Chartered Financial Analyst (CFA) exam.