Drew Brown

Background

About Drew Brown

I am an accomplished Wealth executive with a broad set of experience across the industry. I'm a CFA by background with experience in business strategy, wealth management (including financial planning, portfolio management and investment research), product development and business architecture. I have been particularly effective in helping enable the different sales and client engagement models for the full spectrum of clients from mass affluent to high net worth, optimizing the sales process, cutting costs and growing revenue for the firm and its advisors. I've been recognized for my strong leadership, strategic thinking, cross-functional collaboration and my negotiation and influencing skills. I'm known for my my deep expertise and understanding of the Wealth industry, my ability to cut through the noise and drive results in a fast paced environment as well as my calm demeanor in crisis.