Andrew Sieg

Current

Managing Director and Head of Retirement & Philanthropic Services at Bank of America

Past

Managing Director of myFi at Citi
Managing Director at Merrill Lynch
Aide to Asst to the President for Economic & Domestic Policy at The White House

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Education

Harvard University Kennedy School of Government
Pennsylvania State University

Connections

331 connections

Industry

Financial Services

Andrew Sieg’s Summary

Andy Sieg is Managing Director and Head of Retirement & Philanthropic Services at Bank of America/Merrill Lynch.

Previously, Mr. Sieg was Head of the Emerging Affluent Client Segment within Citigroup Global Wealth Management. While at Citi, he developed "myFi," an innovative new business designed to help mass affluent clients take control of their entire financial life.

Prior to joining Citi, Mr. Sieg spent 13 years at Merrill Lynch. He joined the company in 1992 as an analyst in the U.S. Private Client Group, and held a succession of roles encompassing strategic planning, corporate marketing and public-policy communications. In 1998, Mr. Sieg was named Assistant to the Chairman & Chief Executive Officer, becoming the youngest executive to hold the position.

From 2000 to 2002, Mr. Sieg led the creation of the Merrill Lynch Financial Advisory Center (FAC), a new business serving the wealth management needs of more than 1.5 million emerging affluent clients in the US and internationally.

From 2002 to 2004, Mr. Sieg headed Merrill Lynch's private client offices in San Diego, California, leading them to substantially improved performance while being named one of the company's top field office managers.

From 2004 to 2005, Mr. Sieg was Managing Director of the firm’s flagship international private banking office, the New York International Complex.

Before joining Merrill Lynch, Mr. Sieg served in The White House from 1990 to 1991, as an aide to the Assistant to the President for Economic and Domestic Policy.

Mr. Sieg was born in Bellefonte, Pennsylvania, on April 19, 1967. He received a Bachelor of Science in Economics with Honors and Highest Distinction from The Pennsylvania State University in 1989. Mr. Sieg also holds a Master in Public Policy (MPP) degree from Harvard University's Kennedy School of Government, where his second-year public policy analysis was recognized as the outstanding work of the 1992 MPP class.

Andrew Sieg’s Specialties:

wealth management, mass affluent services, public policy development, retirement services

Andrew Sieg’s Experience

Managing Director and Head of Retirement & Philanthropic Services

Bank of America

(Public Company; BAC; Banking industry)

September 2009 — Present (3 months)
Managing Director of myFi

Citi

(Public Company; 10,001 or more employees; C; Financial Services industry)

May 2005 — September 2009 (4 years 5 months)

Head of Emerging Affluent Client Segment within Global Wealth Management Sector
Managing Director

Merrill Lynch

(Public Company; 10,001 or more employees; MER; Financial Services industry)

December 1992 — May 2005 (12 years 6 months)
Aide to Asst to the President for Economic & Domestic Policy

The White House

(Government Agency; Government Administration industry)

May 1990 — September 2001 (11 years 5 months)

Andrew Sieg’s Education

Harvard University Kennedy School of Government

MPP , 1990 — 1992
Pennsylvania State University

BS , Economics , 1985 — 1989

Activities and Societies:

Beta Theta Pi Fraternity, Lacrosse