Andrea Puopolo

Fixed Income Analyst

Boise, Idaho

Andrea Puopolo is passionate about delivering precise and strategic investment execution, particularly in fixed income trading and portfolio management. She is committed to ensuring that portfolio allocations align with client investment policy objectives and support the overall financial success of the firm’s clients.
With over 25 years of experience in private client financial services, Andrea brings deep industry knowledge and operational expertise. Before joining EP Wealth Advisors, she worked for Buffington Mohr McNeal as a portfolio manager and in the Private Bank division of First Security Corporation (now Wells Fargo Bank), specializing in serving high-net-worth clients.
Andrea holds a Bachelor of Science degree from the University of Nevada, Reno. She is also a graduate of the Chamber of Commerce Leadership Boise Class of 2006 and has been actively involved in leadership and advisory roles within Kappa Alpha Theta, supporting both state-level and local college chapters.
Andrea enjoys an active and family-focused lifestyle that includes hiking, yoga, and a wide range of creative and hands-on activities—from cooking and biking to gardening and DIY projects. She has also volunteered extensively at Highlands Elementary, Challenger Schools and with the Girl Scouts.