Andrea Farruggio is the Director of Operations and Compliance, bringing over 14 years of experience in the financial services industry with a specialization in Registered Investment Advisory (RIA) firms. Her career spanned financial planning, client service, and operations, giving her the ability to see how each part of the business connects to build an exceptional client experience.
Andrea holds a Bachelor’s Degree in Business Administration with a concentration in Finance. Her path into leadership was shaped by early mentors and her own determination to succeed in a traditionally male-dominated industry. She has built a career focused on breaking barriers, fostering innovation, and creating opportunities for others to thrive. Andrea has dedicated her career to build organizations where growth is supported by strong processes and client-first values.
Expertise
In her role, Andrea leads strategic initiatives to support firm growth, optimize operational processes, and align organizational goals with Kilter Group’s mission of delivering excellence in client service. As Chief Compliance Officer, she ensures the firm’s adherence to regulatory requirements and ethical standards with the Securities and Exchange Commission (SEC), cultivating a culture of accountability and trust.
What Drives Her
At the heart of Andrea’s approach is the belief that financial security is deeply personal. She is passionate about guiding clients through pivotal moments, providing them with support and confidence to feel empowered to take meaningful steps toward their success. Her ability to troubleshoot challenges, innovate solutions, and lead with integrity has been central to Kilter Group’s culture of collaboration, care, and continuous growth.
Beyond the Office
Andrea lives in New Jersey with her husband, their two daughters, and their Australian Labradoodle. She finds her greatest joy in being a mother, a role that inspires her to create meaningful experiences and lasting memories with her family. Passionate about travel, she enjoys immersing herself in new cultures, while at home, her love for organization and décor mirrors her professional commitment to order and efficiency. Known for her warm and welcoming nature, Andrea often brings people together—whether hosting gatherings or simply gathering in the kitchen, where food, laughter, and conversation create lasting connections. Her resilience and dedication to financial independence continue to shape both her leadership and her mission to empower others to achieve lasting stability and success.