Drew Pratt

Background

About Drew Pratt

My passion is applying my professional experience as an investor, strategist and wealth manager to help Rebalance management and its clients clients make positive business, financial and life decisions. I have over 40 years of experience that includes trading, security analysis, wealth management, investing in public equity markets, hedge funds, private equity, real estate, impact investing, asset allocation strategy, people management, as well as tax, and trust & estate planning. My career began in Boston, as an institutional trader in both the over-the-counter and listed (NYSE) equity markets. This experience kindled my desire to move to the analytical side, leading to graduate school and a position with Hewlett-Packard's Benefit Fund Investments group in Palo Alto, CA. Working on a major pension fund in the heart of Silicon Valley was an amazing opportunity and lead to the next step in my analytical career with Montgomery Security's Asset Management group as the equity analyst for their U.S. growth fund launch. The Montgomery Growth Fund quickly rose to the top of its category. and, based on my success, I was able to become a portfolio manager overseeing a variety of funds and developed my expertise in macro-economic analysis and strategy. After Montgomery was sold to Wells Capital, I looked to the wealth management space as a place to leverage my analytical background and work directly with clients. Starting my own RIA was a great first step that confirmed my desire to be an advisor and lead to the opportunity to join Wetherby Asset Management. During my twelve plus years at Wetherby, I gained valuable experience working with HNW and endowment/foundation clients, building an investment process and running a research team, as part of the firm’s Management Committee, chairing the Investment Committee, and mentoring up-and-coming talent. I’m so fortunate to have had all of these opportunities! Throughout my career I admired firms with a client-centric orientation. I value intellectual honesty, teamwork, transparent communication and intelligent firm evolution. I thrive in a collaborative culture, with strategic challenges and problem solving opportunities, and love distilling the complexity of the financial world into a framework that makes sense to clients. I have extensive experience with portfolio accounting platforms after implementing Black Diamond for Rebalance. I am also a power user of Salesforce, MS Excel, Word and PowerPoint.