Andy Hattman, Cfa, C AI A
About Andy Hattman, Cfa, C AI A
Andy Hattman is a Senior Portfolio Manager and Head of Municipal Bond Portfolio Management at Victory Capital, where he manages approximately $7.5 billion in assets across nine tax-exempt mutual funds. He has a background in investment analysis and holds an MBA from Harvard Business School.
Work at Victory Capital
Andy Hattman serves as the Senior Portfolio Manager and Head of Municipal Bond Portfolio Management at Victory Capital. He has held this position since 2019, contributing to the management of a diverse portfolio of tax-exempt mutual funds. Under his leadership, the firm oversees approximately $7.5 billion in assets across nine tax-exempt mutual funds. His role involves strategic decision-making and oversight of fund performance, ensuring alignment with investment objectives.
Previous Experience at USAA
Prior to joining Victory Capital, Andy Hattman worked at USAA for nearly a decade in various roles. He began as part of the Career Development Program from 2010 to 2011, followed by his position as an Investment Analyst from 2011 to 2019. During his tenure, he advanced to the role of Director of Research for Municipal Bonds in 2018, where he was responsible for managing significant tax-exempt funds, including the USAA Tax-Exempt Intermediate Term Fund and the USAA Tax-Exempt Long Term Fund.
Military Background
Andy Hattman served as an Officer in the US Army from 2001 to 2006. This experience provided him with leadership skills and discipline, which he later applied in his finance career. His military service laid the foundation for his analytical and strategic thinking abilities, contributing to his success in the financial sector.
Education and Expertise
Andy Hattman holds an MBA from Harvard Business School, where he studied from 2006 to 2008. He also earned a Bachelor of Science degree in Economics from the United States Military Academy at West Point, completing his studies from 1997 to 2001. His educational background equips him with a strong foundation in finance and economics, enhancing his expertise in portfolio management and investment analysis.
Achievements in Fund Management
In his current role, Andy Hattman leads the management of the USAA Tax-Exempt Short Term Fund, which has $700 million in assets and a 4-star Morningstar Rating. He also oversees the USAA Tax-Exempt Long Term Fund, holding $1.7 billion in assets, which similarly boasts a 4-star rating. His management of the USAA Tax-Exempt Intermediate Term Fund, with $3.4 billion in assets, further demonstrates his capability in managing large portfolios effectively.