Drew leads the Atlantic Group’s corporate and executive services practice and is a senior relationship manager for private wealth clients.
He works directly with corporate executive clients and business owners advising on monetization strategies, investment management and generational wealth planning. In 2019 and 2020 Drew was recognized by Forbes as one of the “Best-In-State Wealth Advisors”. He serves on the investment committee for the United Jewish Endowment Fund and finance chair for the Board of Gesher Jewish Day School.
Drew holds his Certified Investment Management Analyst® (CIMA®) certification, and is a graduate of Pennsylvania State University with a bachelor’s degree in accounting.