As an advisor, Drew leverages his background in portfolio management and investments to help develop and execute strategies designed to meet the long-term financial goals of his clients.

In addition to receiving his bachelor’s degree in Finance from Penn State, Andrew earned the Chartered Financial Analyst® designation during his six-year tenure with AllianceBernstein.

A strong believer in supporting those in need, he devotes time to volunteering at the Ronald McDonald House in New York City. He also spends free time honing his organic cooking skills.

Previous Experience

  • Portfolio Analyst at Lenox Wealth Advisors
  • Senior Managing Associate & Associate Officer at AllianceBernstein
  • Private Client Associate at AllianceBernstein
  • Mutual Funds & Annuities Associate at Prudential Financial
  • Transaction Services Analyst at Fesnak and Associates, LLP

Education & Credentials

  • BS, Pennsylvania State University, Finance
  • Chartered Financial Analyst®
  • FINRA Series 7 and 63 licenses

 

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