A Collaborative Approach to Wealth Management
Team-Driven Wealth Management
The team’s roots go back to Merrill Lynch, where Andrew Cook and Gerard Mehan began working together in 2012. A year later, Brandie Mulligan joined the team with each of team contributing unique strengths—Andrew and Gerard leading wealth and investment management and Brandie focusing on wealth planning. In 2019, the team transitioned to Wells Fargo Advisors to better serve the evolving needs of clients. Since then, the team has continued to grow—welcoming Christopher Cassidy in 2023, and Joanne Windas and Courtney Fagan in 2024. Today, they are a united team built on trust, shared experience, and a common commitment: delivering a Total Wealth Management experience that puts clients and their families first.
Andrew J. Cook Jr, CPWA, CIMA, CAIA
Senior Vice President - Investment Officer
PIM Portfolio Manager
Christopher J. Cassidy
Senior Vice President - Investment Officer
Gerard Mehan, LUTCF®
First Vice President - Investments
Brandie Mulligan, CFP
Financial Consultant
Assistant Vice President
Courtney Fagan, CIMA
Financial Consultant
Assistant Vice President
Client Service Team
Our team of Client Associates play a critical role in supporting our clients at every stage of their financial journey.
They are experienced and address client requests including money movement, wire transfers, and new account onboarding. They help to ensure that each client interaction is handled with precision and care. Their deep understanding of operational processes and attention to detail allow them to manage complex client requests seamlessly, consistently delivering a smooth and efficient experience.
Susan T. Mallery
Senior Registered Client Associate
518-775-5915
Susan.mallery@wellsfargoadvisors.com
Gregory St denis
Client Associate
Gregory.e.stdenis@wellsfargoadvisors.com
Mary A. Greco
Senior Registered Client Associate
518-581-5042
Mary.greco@wellsfargoadvisors.com
Certified Financial Planner Board of Standards Center for Financial Planning Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of
Stands, Inc., which authorizes individuals who successfully complete the organizations initial and ongoing certification requirements to use the certification marks
Credentials
A foundation of our service.
Andrew Cook is a PIM® Portfolio Manager. The PIM program* is a customized portfolio management program geared toward meeting clients’ specific investment goals. He has met stringent criteria based on experience and expertise and acts as your personal portfolio manager. The criteria for entry into the PIM® program are more stringent than most other programs Wells Fargo Advisors offers.
*The PIM® program is not designed for excessively traded or inactive accounts and is not appropriate for all investors. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services. The minimum account size for this program is $50,000.
Andrew Cook is a CPWA (Certified Private Wealth Advisor®). This designation is an advanced financial services certification for experienced advisors serving high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients, covering wealth accumulation, preservation, and distribution through sophisticated tax, estate, and wealth transfer strategies. To earn the designation, candidates must have at least five years of financial services work experience, complete an intensive education program from providers like Yale or Chicago Booth, and pass a comprehensive exam. Certified professionals must also adhere to a code of ethics and complete continuing education.
Andrew was named as Forbes Top Next-Gen Wealth Advisor Best-in-State 2025. 2025 Forbes Top Next-Gen Wealth Advisors: Awarded August 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/24 - 3/31/25 (Source: Forbes.com). The Forbes Top Next-Gen Wealth Advisors (AKA America's Top Next-Gen Wealth Advisors) rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
Brandie Mulligan has earned the CERTIFIED FINANCIAL PLANNER® professional certification. The CFP® professional certification includes demonstrating skill in analyzing and developing personal long-term financial strategies, insurance planning and risk management, employee benefits planning, retirement and estate strategies. To earn the CFP® certification, she completed hundreds of hours of rigorous course work and examinations and must adhere to the CFP® Board's Code of Ethics and Professional Responsibility.
Andrew Cook and Courtney Fagan have earned the Certified Investment Management Analyst (CIMA) designation. The CIMA is an advanced financial designation for professionals who specialize in investment consulting and portfolio management for high-net-worth and institutional clients. Administered by the Investments & Wealth Institute, the program requires extensive education, experience, and adherence to a professional code of ethics.
Andrew Cook has earned the Chartered Alternative Investment Analyst (CAIA) designation. The CAIA is a globally recognized professional designation for financial experts who specialize in alternative investments. The CAIA program is designed for those who manage, analyze, and distribute assets beyond traditional stocks and bonds, including hedge funds, private equity, and real estate.
Gerard Mehan has earned his LUTCF. The Life Underwriter Training Council Fellow (LUTCF) is a professional designation for financial and insurance professionals, with a focus on life insurance and related products.