Andrew Casteel, CFP®
CIO & Financial Advisor
Professional Background of Andrew Casteel
With over a decade of investment expertise, Andrew brings Wall Street wisdom and personalized financial guidance to the Covenant Wealth Advisors family as Chief Investment Officer and Financial Advisor. His unique background combines hands-on trading experience from the bustling floors of the New York Stock Exchange with sophisticated investment strategy development at a global quantitative hedge fund.
Before joining Covenant in 2025, Andrew's journey in wealth management included serving as Chief Investment Officer and Financial Advisor at Acorn Financial, where he helped clients navigate complex financial decisions with clarity and confidence. His diverse experience, from ETF trading on the American Stock Exchange to managing investment strategies at a prominent hedge fund, gives him a comprehensive understanding of the financial markets that benefits our clients every day.
Education has always been foundational to Andrew's approach. He holds an MBA from the prestigious Darden Graduate School of Business at the University of Virginia and a Bachelor's in Business Administration with a Finance concentration from the College of William and Mary. As a Certified Financial Planner (CFP®), Andrew upholds the highest standards of financial planning excellence.
Deeply committed to making a difference in his community, Andrew serves as President of a local non-profit dedicated to reducing hunger and homelessness in Fairfax County. His leadership extends to serving on the board of the nation's largest adult softball league, reflecting his belief in building strong community connections.
When he's not designing personalized investment strategies for clients, you'll find Andrew enjoying America's favorite pastimes at Nationals Park or cheering on the Capitals at Capital One Arena. He lives in Gainesville, Virginia, with his wife Lori and their children, Elizabeth and Christopher, where they enjoy an active family life.
Education and Memberships
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BBA in Finance from the College of William and Mary
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MBA from Darden School of Business at the University of Virginia
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Series 65
Personal and Family
When you are not at the office, you can often be found doing what? On a softball field, at a DC sporting event, or at the pool with my wife and kids.
Where is your happy place? The Outer Banks in North Carolina. We do a family beach trip at Nags Head every summer.
What is something others may be surprised to learn about you? Ten Sundays a year I was on the sidelines of an NFL game. I was an Injury Video Review Technician for the National Football League.
My friends/kids always make fun of me for my singing. I am horrible. Except my daughter who actually enjoys it. She is too young to recognize how bad I am.
Name one thing you couldn’t live without. Cows! I love cheese and drink a gallon of milk a week.
