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Andrea Baumann Lustig

Managing Partner

As Managing Partner, Andrea focuses on wealth management and business strategy. Prior to forming Fischer Stralem Advisors, Andrea was President of Stralem & Company, a private wealth manager serving ultra-high-net-worth individuals, families and institutions for over 50 years. As the 6th consecutive generation to work in wealth management, Andrea is a leader of Fischer Stralem’s wealth management practice carrying forward the heritage of her great, great, great grandfather, who founded The Banque Levy in 1810. Andrea was named Forbes Top Women Wealth Advisors Best in State (2022) and Top Women in Finance (2020.)

Andrea graduated from Princeton University’s School of Public and International Affairs, where she earned Bachelor’s and Master’s degrees in International Relations, and from Yale University, where she received her Master of Business Administration degree. She has had an expansive career in investment banking, management consulting and wealth management. Prior to joining Stralem, she was vice president with Bernstein Investment Research and Management, where she worked with private clients. She joined Bernstein following more than a decade at Booz, Allen & Hamilton, Inc., an international management consulting firm, where she was a principal in the Strategy Practice and director of operations for the Financial Services Practice in the United States and in Europe. She joined Booz-Allen after having been a financial analyst in Mergers and Acquisitions at Morgan Stanley & Co. Incorporated and an associate in Investment Banking at Jefferies & Co.

An advocate for honoring tradition while embracing change, Andrea supports missions that matter. She is a member of the Board of Trustees of Albert Einstein College of Medicine and of Park Avenue Synagogue, where she chaired the record-breaking capital campaign and recently served as vice president. She is also president of the Association for the Restoration of Jewish Works and Institutions in France founded in 1943 to support Jewish life in France. In addition, Andrea has been the Co-chair of Annual Giving for the Princeton Class of 1980 for the past 20 years. She is an Advisory Board member of Yale School of Management’s International Center for Finance, a member of the scholarship committee for Le Rosey and a Steering Committee member of the Socrates Society of the Aspen Institute. She is also a former trustee of the Horace Mann School, where she served as president of the Parents’ Association.