top of page
IVP Logo.png
Business Meeting
Our Team
aAndrews-transp-01262021.jpg
Adam Andrews Portfolio Manager

Adam holds a Bachelor of Science from Fordham University’s Gabelli School of Business. He studied Finance and Economics with a specific concentration in Value Investing. During his tenure at Fordham, he recognized the staunch disconnects between the market prices and underlying business fundamentals which lead him to develop his own methodology for valuing companies.

Adam began working as an analyst in 2015, where he was able to expand his research, and continue to refine his valuation methodology and investment strategy.

In 2017, Adam officially launched the Intrinsic Value Portfolios, opening up his unique strategy and style to the investing public, with the paramount goal of protecting investors from catastrophes and to bring truth and clarity to the investing world. He hopes to share his methodologies with the masses in an effort to educate and aid investors who require grounded, truthful interjection in a tumultuous and dynamic ecosystem.

Tien.jpg
Tien Tran Relationship Manager

As a Relationship Manager for Intrinsic Value Portfolios, Tien combines 18 years of expertise in insurance and financial services with a passion for building authentic connections. With a strategic mindset and a client-first philosophy, he serves as a vital bridge between our team and each individual investment advisor—translating complex portfolios into clear, purpose-driven solutions. His ability to connect values with vision make him an essential partner in helping advisors achieve long-term financial clarity and confidence from their clients.

Advisory Committee

The Advisory Committee meets quarterly to discuss portfolio positioning, client feedback and the current state of behavioral finance. Their main function is to ensure that the program remains unemotional and free from behavioral biases. Each member is hand selected for the unique experience, knowledge, and insights that they bring to the Committee.

Joe.png
Advisory Committee Member
Joseph Massaro

Joe was born and raised in Norwalk, Connecticut, and is a graduate of Brien McMahon High School, and the University of Connecticut in Storrs. Joe has been in the Finance Industry since 1995 and is a Certified Financial Planner™. He brings extensive knowledge and experience to the advisory committee.

JMassaro@moneyconcepts.com

Frederick De Baeck_edited.jpg
Advisory Committee Member
Frédéric De Baeck

Frederic joined Money Concepts as a Financial Advisor in 2002 after spending 11 years in the corporate business world. Frederic brings with him a personal and holistic approach to Wealth Management where he works side by side the client helping them to achieve their goals.

FDeBaeck@moneyconcepts.com

Brenna.png
Advisory Committee Member
Brenna Massaro

Brenna has been working in the Financial Industry since 2011 and is a Certified Financial Planner™. Brenna is a graduate of St. Lawrence University where she earned her degree in Economics, Mathematics and Statistics. She specializes in helping individuals, organizations and businesses with long term financial planning.

 

BWarren@moneyconcepts.com

Advisory Services through Money Concepts Advisory Service. All Securities through Money Concepts Capital Corp.

Member FINRA / SIPC Registered Investment Adviser with the SEC

bottom of page