Contact Me
Drew is responsible for trade execution, account management and investment research. He works closely with advisors to optimize tax efficiency, implement customized investment strategies, and ensure each portfolio aligns with the client’s financial plan. GHPIA does not place clients into predetermined buckets or model portfolios. Instead, Drew applies our dollar-weighted approach to portfolio allocation, tailoring every portfolio to meet the unique needs and goals of each client.
Drew also serves on GHPIA’s Investment Committee, where he contributes to in-house research and security selection across asset classes including equities and fixed income. This collaborative process supports the firm’s disciplined approach to investment selection and long-term portfolio construction.
He joined GHPIA in 2021 after beginning his career at SS&C Technologies as a Hedge Fund Accountant. Drew holds a Finance degree from the University of Evansville.
What Drew values most is being part of a team that holds itself to a high standard. The team’s commitment to hands-on, client-first service and fully customized portfolio management is what sets the firm apart.
Raised in Lexington, Kentucky, Drew began competitive swimming at age 10 and competed as a Division I Athlete at the University of Evansville. His interest in investments began early when he had the opportunity to shadow a financial advisor in high school. Outside of work, Drew enjoys running, hiking, rock climbing, reading, and playing guitar. He is also an avid traveler who has visited more than 20 countries in search of perspective, adventure, and connection.
