SVP / Senior Portfolio Manager
Drew has extensive background as an analyst, economist, portfolio manager, investment strategist and university professor. His clients include high net worth families, as well as private family foundations and non-profits. Drew's prior experience includes VP Market Strategist and Senior Portfolio Manager with Bank of the West; SVP and Senior Portfolio Manager at Santa Barbara Bank and Trust; SVP and Senior Economist with a division of Bank of America and Editor of Bank of America's Economics Illustrated. He taught at Western Kentucky University, Western Illinois University, University of Northern Iowa and Purdue University-Calumet.
- Bachelor's in Mathematics, Butler University
- Master of Arts in Teaching Mathematics, Duke University
- Master's in Business Administration, University of Notre Dame
- More graduate work at the University of Chicago
- Served as a member of Butler University's Board of Visitors for the College of Liberal Arts and Sciences for two terms
- Founding sponsor and creator of the Brahos Lecture Series in the Political Science Department at Butler University
- Member of the National Association for Business Economics (NABE), CFA Society of Los Angeles (CFALA), CFA Institute
- Previously served on the Ventura County Community Foundation's Investment Committee