Andrew D. Sathe, MBA, CLU, CFP®

Andy is a Senior Financial Advisor and Partner at MCF, based in our Covington office, with over 15 years of experience serving clients in the Wealth Management division. He brings a deep background in financial planning, commercial real estate, and mergers and acquisitions. Andy holds a B.A. in Finance with a second major in Philosophy from the University of Notre Dame and an MBA from Indiana University’s Kelley School of Business.

He is a CERTIFIED FINANCIAL PLANNER™ professional and Chartered Life Underwriter (CLU) and has been recognized by Five Star Professional (read more) as a top Wealth Manager for four consecutive years for his expertise and commitment to client service.

Active in his community, Andy serves on the boards of Meals on Wheels and St. Ursula Villa School. He lives in Hyde Park with his wife, Alison, and their four daughters.

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