As a critical member of the 150 North Wealth Advisors team, Drew’s role combines investment, planning, and client-facing services, including asset allocation, risk management, and wealth planning. Working with the firm’s deep resources, Drew brings the expertise of different professionals to clients, offering solutions and strategies to help them achieve their goals. Additionally, his work on the Consulting Services Committee and the support he provides to PWM’s Model Portfolio Committee strengthen his investment insight that is a value-add to clients. He has been with the firm since 2010.
Drew received his B.A. from the University of Notre Dame. He was a pitcher on Notre Dame’s baseball team and played in the 2002 College World Series. His passion for baseball continues with his philanthropic work. Drew serves on the boards of The Base Chicago (a national urban baseball academy that combines athletics with academic resources to create pathways for urban youth) and is a part of the Executive Committee on the Kenilworth Winnetka Baseball Association (KWBA). Drew resides in Northfield with his wife and two sons.
Year William Blair was founded
Independent and employee-owned
Companies under coverage
As of March 31, 2022
*Includes strategic partnerships with Allier Capital, BDA Partners, and Poalim Capital Markets.