About
Drew
Drew assists his team members with the creation, oversight, and execution of client investment portfolios, while providing support to the investment management team. Drew also works on projects that aim to improve team and work efficiency.
Outside of the office, Drew enjoys attending sporting events and local concerts, and traveling across the country with friends and family.
Education and Professional Milestones
- Western Kentucky University - Bachelor’s Degree in Finance with an emphasis in Financial Planning
Drew assists his team members with the creation, oversight, and execution of client investment portfolios, while providing support to the investment management team. Drew also works on projects that aim to improve team and work efficiency.
Outside of the office, Drew enjoys attending sporting events and local concerts, and traveling across the country with friends and family.
Education and Professional Milestones
- Western Kentucky University - Bachelor’s Degree in Finance with an emphasis in Financial Planning