Vice President, Investment Advice
As Vice President of Investment Advice, Drew contributes to the firm’s wealth management practice while also advancing Rebalance’s 360 Product Suite, a full-service wealth management offering. Drew’s passion is to apply his more than 35 years of wealth and portfolio management, asset allocation strategy, trust and estate, and financial planning experience to help clients make confident financial and life decisions.
Prior to joining Rebalance, Drew spent over a decade at Wetherby Asset Management in San Francisco, California, a prestigious independent advisory firm that serves ultra-high-net-worth clientele and has over $5 billion in assets under management. While there, he served as a Wealth Manager and Director of Research. During his tenure the firm’s assets under management grew from approximately $1.8 billion to $5 billion. Drew’s typical client portfolio averaged around $15 million in total assets.
Drew’s passion for financial empowerment extends beyond the workplace into the community. As a native of Mill Valley, California, he dedicated 13 years to the investment committee for the Kiddo! Endowment, a Mill Valley Schools Community Foundation that helped raise millions in funding for programs like art, music, drama, poetry, dance, P.E., technology support, teacher grants and classroom and library aides. Drew also Chaired the Tamalpais High School Foundation Investment Committee that has raised over $5 million to provide grants for innovative programs, state-of-the-art tools and equitable educational opportunities for students.
Drew received an M.S. in Finance from Boston College and a B.B.A. from the University of Wisconsin, Madison. He is a CFA® charterholder and a member of the Chartered Financial Analyst Society of San Francisco.