MCF is pleased to share that Andy Sathe, MBA, CLU, CFP®, Sr. Financial Advisor, has been awarded by Five Star as a top Wealth Manager of 2022. This award recognizes select winners in over 40 markets across the country for their knowledge, experience, and commitment to client service. Candidates are identified through peer nominations, firm nominations, and industry credentials. Those candidates are assessed across ten eligibility criteria to determine winners.
Andy has been recognized for his commitment to pursuing professional excellence and his depth of knowledge of the industry and has been featured in Cincinnati Magazine & the Wall Street Journal.
Andy Sathe has been with MCF Advisors for over 12 years. He earned his undergraduate degree in Finance with a 2nd major in Philosophy from the University of Notre Dame, and later, an MBA from the Kelley School of Business at Indiana University. Andy’s career has included stops in commercial real estate as well as investment banking. He is also highly involved in the local community, serving on multiple boards including Connetic Ventures and the Alpaugh Family Economics Center at UC.
Learn more about Andy’s award here.
IMPORTANT DISCLOSURE INFORMATION
Five Star Wealth Manager Award is presented by Five Star Professional. To receive the Five Star Wealth Manager award, a wealth manager must satisfy 10 objective eligibility and evaluation criteria. Please click here to learn more about the award and selection criteria. No fee was paid to receive the award, however, MCF purchased a marketing package after the award was granted to promote the award. Andrew Sathe did not apply for the award and neither he or MCF are affiliated with Five Star Professional.
The information contained in this article is for informational purposes only and should not be considered as investment advice or as a recommendation of any particular strategy, investment product, or service. MCF Advisors, LLC (“MCF”) is a SEC registered investment adviser. More information about the adviser can also be found by visiting: https://adviserinfo.sec.gov/. A copy of MCF’s current written disclosure statement and customer relationship summary (“Form CRS”) discussing our advisory services and fees continues to remain available upon request. The scope of the services to be provided depends upon the needs of the client and the terms of the engagement.
Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if MCF is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of MCF by any of its clients. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers. Working with a third-party rated advisor does not ensure that a client or prospective client will experience a higher level of satisfaction or performance. This award should not be construed as an endorsement of the advisor by any client.