Philosophy is the systematic study of ideas, a reasoned pursuit of fundamental truths and a quest for a comprehensive understanding.
Our team works closely with you to understand your strategic goals and current financial and tax situation, helping you to explore.
In the Understanding process, a strategic path and options begin to form. Our collaborative team works with you to model different strategies and possible outcomes.
Upon an option decision, Bridgepoint Advisory, if necessary and appropriate, guides the process for the client, collaborating with strategic partners and key client advisors to ensure a seamless process and successful project implementation.
Real guidance is about transforming limitations into possibilities.
Steve has over 30 years of experience helping clients develop initiatives aligned with the client’s individual and business goals, working through an open and collaborative model. A resident of the DC/Baltimore area for 60 years until 2024, when he moved to Puerto Rico with his wife and their constant companions, Nelly and Dozer, two rescue dogs. He is proud to have seven children who are fulfilling their individual dreams and living all across the United States. He received his undergraduate, law, and MBA degrees from the University of Baltimore. He is active in charitable endeavors both in the United States and Puerto Rico and enjoys riding his mountain bike, skiing, and now learning to surf.
Andy has over 25 years of experience helping clients on how to align sophisticated financial strategies with broader business and personal objectives. Andy earned his Bachelor of Science in Finance from the University of Baltimore. Outside of work, Andy enjoys spending time with his wife and three children. He’s passionate about nutrition, fitness, and living a healthy lifestyle, and you’ll often find him running, cycling, or weight training when he’s not traveling or catching a great film.
Peter oversees project management and client servicing at Bridgepoint Advisory. His experience in managing large-scale multi-year international strategic projects and helping clients such as Philip Morris International, Porsche, Yankee Candle, L’Oreal, and Lindt allowed him to develop the skills necessary to manage large-scale projects for Bridgepoint Advisory clients. At Bridgepoint Advisory, Peter enjoys serving as a key point of contact for clients and managing projects from initiation through implementation. Peter has a Bachelor of Arts Degree in International Relations and Political Economy from Brown University. In college, Peter was a decathlete competing with the Brown University track and field team. An avid equestrian, he enjoys spending time developing his team of young horses and actively competing in the sport of showjumping.
