Nancy Andrefsky
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- Full Name
- Nancy E. Andrefsky
- Title
- Founding Partner & Chief Financial Officer
- Firm
- Stratos Wealth Partners, Ltd.
- Firm Type
- Independent wealth-management / RIA holding company (M&A acquirer of advisory firms) — not a startup angel-investing operation
- Investment Stage
- N/A for startups — she leads corporate M&A (full buyouts and minority stakes in wealth-management/advisory firms)
- Sector Focus
- Wealth management, RIA/advisory practices, financial services
- Geographic Focus
- United States (with deals extending to multi-billion-dollar international wealth managers)
- Location
- Firm HQ in Beachwood, Ohio; she resides in Hudson, Ohio
Background
Nancy Andrefsky is a Founding Partner and the Chief Financial Officer of Stratos Wealth Partners, Ltd., a Beachwood, Ohio–based independent wealth-management and RIA firm, where she has served since the company's inception. She sits on the firm's Executive Committee and is responsible for all aspects of financial management — analysis, forecasting, and growth strategy — and also oversees the firm's Human Resources and Marketing functions.
She began her career at Ernst & Young in Philadelphia, Pennsylvania, working as an independent auditor and rising to Senior Accountant, where her client roster included several Fortune 100 corporations. She then joined Bell Atlantic Corporation (now Verizon), serving as controller for its non-regulated subsidiaries. She has also served as treasurer for nonprofit organizations.
Andrefsky earned a Bachelor of Arts with a major in accounting from Franklin & Marshall College, where she received the Wall Street Journal Award. In 2023 she was named one of *Wealth Solutions Report's* "CFO 5 — Top Wealth Management CFOs." She lives in Hudson, Ohio with her husband and children.
Investment Thesis & Focus
- Operates as a corporate-development / M&A leader for a wealth-management firm, not as a venture or angel investor; the "deals" she structures are acquisitions of financial-advisory practices, not startup financings.
- Has engineered a range of transactions including full buyouts and minority stakes in firms spanning from smaller affiliated practices to multi-billion-dollar international wealth managers.
- Built a streamlined acquisition pathway, creating multiple Stratos-affiliated practices that themselves function as M&A "hubs" for further deals.
- Stated discipline / philosophy: she advocates putting organizational structures in place that allow growth *without* escalating expenses *before* pursuing major acquisitions, and she counsels against chasing unreasonable offers — preferring to walk away rather than overpay.
- Recently secured a significant credit facility to fund continued M&A growth and led the firm's implementation of GAAP reporting.
Notable Investments
- No named startup/angel portfolio companies could be verified — none appear to exist, consistent with her being a wealth-management CFO rather than an angel investor.
- Her verifiable "deals" are firm-level acquisitions: full buyouts and minority-stake investments in wealth-management and advisory firms, ranging from small affiliated practices up to multi-billion-dollar international wealth managers (specific counterparties not publicly named in the sources reviewed).
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