Andrew Dorman

Mr. Dorman joined Treasury Partners in 2025 as a member of our Wealth Management Group. In that capacity, he is responsible for assisting in the delivery of a broad range of administrative services to our high net worth clients.

In addition to guiding new clients through the account opening process, these services include executing investment portfolio updates, disbursing funds, processing trades and wire transfers, providing online reporting tutorials, and distributing performance and tax data reports.

Prior to joining Treasury Partners, Mr. Dorman worked at First Eagle Investments and has held client service positions at First Republic Private Wealth Management and J.P. Morgan Wealth Management.

Mr. Dorman is a graduate of Boston University where he played Men’s Lacrosse.

He holds Series 7, 63 and 65 securities licenses.

Mr. Dorman enjoys spending time with family, staying active through running, basketball and fitness and is a loyal fan of the New England Patriots and the Boston Celtics.