Andrew Fay has enjoyed a 35-year career in the financial services industry, including 20 plus years working in the family office market.
Andy was part of the hand-selected team that launched the family office business for Fidelity Investments. Over an 18-year period, Andy designed and built the relationship management function, managed and expanded the business development team, and was head of the Fidelity Family Office Services Group.
During his tenure at Fidelity, he worked with hundreds of families seeking a clearer, more efficient, business-oriented path toward achieving their goals and solving their greatest pain points.
After retiring from Fidelity in 2021, Andy joined the RMR Group as Head of Capital Markets to establish a new private capital program. In January of 2023, Andy relocated to Chatham, MA, where he and his family had vacationed for more than 30 years. 1712 Consulting was founded.
“Our mission is to help family office professionals and the advisors who serve them solve complex problems and accelerate initiatives to achieve a better client experience.”
~ Andy Fay, President & Founder, 1712 Consulting, LLC
Early in his career, Andy held roles at Bank Boston, FleetBoston Securities Corp., and Manufacturers Hanover Trust as a commercial lender, investment banker, and trading desk manager. Andy serves as an advisory board member of the UHNW Institute and Waldron Wealth Management. He earned his bachelor’s degree in government and French with a minor in economics from Bowdoin College and is a certified investment management analyst (CIMAR).
Andy enjoys sports of all types, travel, endurance challenges, and loving life on Cape Cod.
CAREER HIGHLIGHTS
- Launching and leading the Fidelity Family Office Services business
- Creating new innovative strategies to enhance family office experiences
- Helping family office executives navigate to resources and advisors through discussion, facilitation, and solutions consulting
- Helping financial service firms and advisors enhance their services to deepen their engagement with their ultra high net worth clients
- Mentoring and coaching associates and peers to raise their professionalism and deepen their skills
- Managing a fixed-income syndicate desk and transforming an equity syndicate desk within a brokerage business
- Originating and executing investment banking and leverage finance deals.
- Serving as a middle market commercial lender and private banker
