Drew is an accomplished wealth management executive with more than 25 years of experience in the industry. In his current role as Director, Consulting Services, he puts that experience to work helping wealth management clients with business strategy and business transformation. 

Drew has been particularly effective in defining, designing and bringing to life new sales and client engagement models for the full spectrum of clients from mass affluent to high net worth, optimizing the sales process, cutting costs and growing revenue for firms and their advisors.

A CFA by background, Drew is a student of the markets, having spent 10 years working directly with high net worth clients and over 6 years in investment research and product development, but found his true passion in transforming and enabling the wealth management business of the future.