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He focuses on the research, development and ongoing monitoring of the firm’s clients’ investment portfolios. Drew’s role with KB Financial is to help ensure clients’ investments are aligned with their financial needs and to provide thorough analyses of current and potential investment ideas.

Drew has over 10 years of investment experience working with high net worth individuals, not-for-profit entities and retirement plans. Prior to joining the firm, Drew worked in institutional services and private wealth management.

Drew, a Chartered Alternative Investment Analyst, holds a BS in Economics from the University of Maryland. He enjoys hiking, skiing, soccer and spending time with his growing family in Hamilton Square, NJ.

Securities offered through M Holdings Securities, Inc. A registered Broker/Dealer, Member FINRA/SIPC.  Investment advice offered through OneDigital Investment Advisors, an SEC-registered investment adviser and wholly owned subsidiary of OneDigital.

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Princeton, NJ

300 Carnegie Center Drive, Suite 240
Princeton, NJ  08540
Phone: (609) 924-7250
Fax: (609) 514-4725


    KB Financial Companies is a close-knit team of diversified professionals dedicated to helping you reach your goals. Many of our senior personnel have over 25 years of experience. This extensive experience, combined with our integrated approach, increases our ability to add significant value to high net worth families, entrepreneurs and key stakeholders.

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