Drew began his career in financial services in 1999 at Goldman Sachs Private Wealth Management, where, in 2008, he successfully achieved membership in the firm’s influential Leadership Council. In April 2009, he joined UBS Private Wealth Management.
Throughout his career, Drew has received industry recognition. He was named to Barron’s Top 100 Financial Advisors1 in the U.S. and Forbes America's Top 100 Wealth Advisors2 list. In addition, Drew was featured in Barron’s Top 1,200 Financial Advisors3 listing and to the Financial Times 400 Top Financial Advisors4 list. Within UBS, Drew is a distinguished member of the UBS Pinnacle Council, which represents an exclusive group of the firm’s top 2% of Advisors. In addition to his individual accomplishments his team, the Freides Kanigher Westerman Group, has been recognized as one of Barron's Top 50 Private Wealth Advisory Teams for 2019 and 2020.
Prior to his career in wealth management, Drew spent seven years designing and managing the construction of custom racing yachts at Nelson-Marek Yacht Design, focusing primarily on the design of America’s Cup yachts. In addition to designing the yachts, Drew was a crew member aboard multiple America’s Cup yachts. Drew continues to pursue his passion of sailboat racing, winning 3 World Championships & 1 National Championship in the past 3 years – he was the 2017 & 2018 Melges 20 World Champion, the 2019 Farr 40 World Champion as well as the 2017 Melges 20 US National Champion.
Drew obtained an M.B.A. from the Darden School of Business at the University of Virginia with honors. Prior to that, he received a B.S. and an M.S. in naval architecture and marine engineering from the Massachusetts Institute of Technology. Drew also holds the FINRA Series 3, 7 and 66 securities licenses.
Drew’s clients have appreciated his team’s holistic approach, incorporating liability management and estate planning, along with tax optimization and philanthropic strategies into their investment advice, creating a thoughtful overall financial plan. The team focuses on providing executives of both public and private companies, as well as multigenerational families thoughtful advice regarding any financial issue that may arise.
Drew is passionate about animals, serving on the boards of and as treasurer for two nonprofit animal rescue organizations: Farm Girl Dog Rescue, Inc. and Animals Help People Help Animals (AHPHA). Equally enthusiastic about sailing, Drew is an active member on the boards of the New York Yacht Club, the San Diego Yacht Club and the California Yacht Club. In addition, Drew serves as a director on the board of the nonprofit Villa de Vida, which focuses on providing housing for adults with developmental disabilities. Drew is also a member of the UJA Federation of New York, a philanthropic organization within the New York Jewish community. He resides in Brentwood.
Registered States:
AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, IN, MA, MD, ME, MI, MO, MS, MT, NC, NJ, NM, NV, NY, OH, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WY