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Senior Investment Consultant

Andrea Bongiovanni is a Senior Investment Consultant with USI Advisors, Inc. She is responsible for developing, implementing and monitoring investment strategies for defined benefit and defined contribution clients, and regularly conducts investment review meetings with clients. Prior to her consulting role, Andrea was a Senior Investment Analyst with USI Advisors, Inc. overseeing and monitoring investment performance, risk levels and economic conditions for her clients utilizing both qualitative and quantitative analysis.

Prior to joining USI Consulting Group, Andrea worked for a major mortgage lending company as a Loan Originator, where she wrote residential mortgages and conducted home buyer seminars.

Andrea is a graduate of Ohio Valley University and has completed additional coursework at Colorado Technical University. Industry education and designations include: FINRA administered Series 65; Certified Fund Specialist® (CFS) from the Institute of Business and Finance; and Certified Investment Management Analyst (CIMA) from the Investment Management Consultants Association (IMCA) and the Wharton Business School at the University of Pennsylvania.


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Investment advice provided to the Plan by USI Advisors, Inc. Under certain arrangements, securities offered to the Plan through USI Securities, Inc. Member FINRA/SIPC. 95 Glastonbury Blvd., Glastonbury, CT 06033 | 860.652.3239 USI Consulting Group is the affiliate company of both USI Advisors, Inc. and USI Securities, Inc.