Andrew Bellak

Partner | Wealth Advisor

andrew@perigonwealth.com

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Andrew's Bio

Andrew has been at the intersection of money and mission since founding Stakeholders Capital in 2008, which Perigon acquired in 2023. His career began as a trader on the floor of the American Stock Exchange, where he successfully ran an options trading firm which was ultimately acquired by Goldman Sachs. Andrew has a sophisticated understanding of capital markets, entrepreneurship, and private investing, coupled with expertise in socially responsible (ESG) asset management.

An active member of the sustainable business community, Andrew is an expert on private impact investment opportunities and a member of Perigon’s sustainable investing committee.

He and his wife Susan moved from New York City to Amherst, Massachusetts in 2002 to raise their children, and decided to combine his professional expertise and personal passion for values-based investing. He enjoys squash, table tennis, pickleball, cycling, cooking (and eating!), and traveling.

Committed to giving back to his local community, Andrew serves on: the board of the Pioneer Valley Estate Planning Council; the Investment Committee of First Church Amherst UCC; the board of his high school alumni association (Hunter College High School); the PV Grows Capital Raising Committee, supporting the CDFI loan fund of the Franklin County (MA) Community Development Corporation (CDC); and the advisory board of Elateq, Inc., a water filtration technology company.

Andrew has a BA/BS from the University of Virginia and a Master’s Degree in Education from the University of Massachusetts, Amherst. He holds the FINRA Series 65 certification.