About Drew
Drew is an Associate Wealth Advisor at Focus Partners. He supports a team of portfolio managers with all aspects of client relationships, including financial planning, investments, and performance reporting analytics. He is responsible for assisting with the creation, execution, and oversight of client investment portfolios, preparing and inputting trades with brokers and custodians, and providing operational support to the investment management team.
Drew attended the University of Iowa where he earned a Bachelor of Business Administration in Management and a Master of Science in Finance. While at the University of Iowa, he was a five-year member of the Football team playing both Quarterback and Tight End. He is currently studying to become a Certified Financial Analyst and passed Level 1 of the CFA exam.
In his free time, Drew enjoys traveling, golfing, fishing, and spending time with family and friends.
Drew is an Associate Wealth Advisor at Focus Partners. He supports a team of portfolio managers with all aspects of client relationships, including financial planning, investments, and performance reporting analytics. He is responsible for assisting with the creation, execution, and oversight of client investment portfolios, preparing and inputting trades with brokers and custodians, and providing operational support to the investment management team.
Drew attended the University of Iowa where he earned a Bachelor of Business Administration in Management and a Master of Science in Finance. While at the University of Iowa, he was a five-year member of the Football team playing both Quarterback and Tight End. He is currently studying to become a Certified Financial Analyst and passed Level 1 of the CFA exam.
In his free time, Drew enjoys traveling, golfing, fishing, and spending time with family and friends.