About Andrew Hart

Andrew Hart, Fulcrum Partners Washington, DC (Alexandria, VA) Deferred Compensation, BOLI, COLI

Managing Director Andrew Hart serves his clients with 20 years of experience developing strong, successful executive and employee compensation and benefit programs for Fortune 1000 companies. Andrew has more than 15 years of targeted experience working with financial institutions on the design and implementation of Executive Benefits, Bank Owned Life Insurance (BOLI) programs and Corporate Owned Life Insurance (COLI) programs. Andy’s many strengths include his capability to operate in an entirely unbundled and open architecture business model by working with the synergistic resources for funding and plan administration.

  • Joined Clark Consulting in 1998, quickly becoming a top Consultant for Clark serving new and existing clients with nonqualified benefit program marketing, design, implementation, security, and administration.
  • Began his career in 1992 with Schoenke & Associates, a Washington, DC area executive benefits firm.
  • Series 6 and 63 FINRA Registrations; Member of the Association of Advance Life Underwriters.
  • West Virginia University, Bachelor of Science in Finance with Specialization in Insurance and Risk Management.

Check the background of this investment professional on FINRA’s BrokerCheck.

Andrew Hart is affiliated with Valmark Securities, Inc. Member FINRA, SIPC, 130 Springside Drive, Suite 300 Akron, Ohio 44333-2431* 1-800-765-5201. Fulcrum Partners LLC is a separate entity from Valmark Securities, Inc.


O: 703.807.5824 C: 703.966.4679.

Email Andrew Hart of Fulcrum Partners: andrew.hart@fulcrumpartnersllc.com.

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More About Andrew Hart

Andrew Hart is a volunteer Youth Boys Soccer Coach with the Arlington Soccer Association (ASA) and  coaches two boys basketball teams for the Northern Virginia Junior Catholic Youth Organization (NVJCYO).

Arlington Soccer Association

Arlington Soccer Association

N. Va Junior Catholic Youth Organization

N. VA Junior Catholic Youth Organization

 

He and his family also make their home available as a “Foster Home” for Labrador Retrievers in the Washington DC metro area.  With his wife and two sons, Andrew provides food, shelter, love, and exercise to the foster dogs.

Andrew Hart, volunteer Labrador Retriever Rescue

Labrador Retriever Rescue

 

For interviews or questions, contact Andrew Hart directly. Or you may direct  media inquiries to press@fulcrumpartnersllc.com. For media downloads, visit Authorized Image and Document Download.

More Updates from Fulcrum Partners Washington DC and Nationwide

For updates on executive benefits compensation, BOLI, COLI, and other issues of deferred compensation and retirement planning, read the Fulcrum Partners blog.  http://www.fulcrumpartnersllc.com/news.

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Securities offered through Registered Representatives of Valmark Securities, Inc. Member FINRA, SIPC, 130 Springside Drive, Suite 300, Akron, OH 44333-2431, Tel: 1-800-765-5201. Investment Advisory Services offered through Valmark Advisers, Inc., which is an SEC Registered Investment Advisor. Fulcrum Partners LLC is a separate entity from Valmark Securities, Inc. and Valmark Advisers, Inc.

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