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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.