Meet Andy
Andy specializes in client engagement, focusing on CRM and Trust services within SS&C Black Diamond Wealth Solutions. He partners with firms to drive product adoption, retention, and long-term growth by helping them maximize value from their technology. By uncovering opportunities for cross-sell and integration, Andy ensures that clients strengthen both their relationship management and trust operations. With a passion for collaboration and connection, he ensures that clients feel confident, supported, and empowered to grow with the solutions they rely on every day.
Before Innovest's acquisition by SS&C in 2020, Andy served as Director of Marketing at the firm. Andy holds a Bachelor of Fine Arts degree in Visual Communications from the University of Texas at Arlington.
Andy's Insights
September 18, 2024
For nearly a century, HighGround Advisors has advanced the life-transforming work of nonprofits, and those who support them, by protecting, strengthening, and growing the assets entrusted to them.
By: Andy Knox
November 25, 2025
Bravera Wealth serves clients throughout North Dakota, Montana, and Minnesota. With deep roots in trust management and fiduciary oversight, the firm has steadily expanded its mineral management capabilities.
By: Andy Knox
February 4, 2026
Complexity often accompanies fast-paced change, but it’s also where smart solutions have the greatest impact. For mineral owners, new technologies, emerging partners, and generational shifts are reshaping how assets are managed and monetized.
By: Andy Knox
January 7, 2026
For more than four decades, James Garner has been a fixture in the U.S. mineral and land management space. Starting as a field landman, Garner transitioned to managing client mineral portfolios and ultimately built Garner Minerals, a small, family-owned firm that now owns over 500 mineral properties in eight states.
By: Andy Knox