Drew can simplify your wealth
Drew is a Wealth Planning Associate in our Pittsburgh office, responsible for building and maintaining planning deliverables, models, and illustrations.
Drew joined the firm in 2023 as a Wealth Planning Intern and came on as a full-time Associate after graduating from the Rockwell School of Business with BSBAs in Finance and Financial Planning in May of 2025.
Outside of work, he enjoys hiking, snowboarding, cycling, and spending time with family.
CEO & Founder
Partner & President
Partner & Head of Wealth Advisory
Partner & Chief Investment Officer
Partner & Managing Director
Partner & Managing Director - Family Office Services
Partner & Chief Planning Officer
Partner & Managing Director - Wealth Planning
Partner & Senior Wealth Strategist
Bill Pay Specialist - Family Office Services
Investment Associate
Strategist - Investments
Director - Wealth Planning
Wealth Planning Analyst
Director - Wealth Planning
Senior Analyst - Investments
Family Enterprise Services
Managing Director - Investments
Strategist - Investments
Team Lead – Business Development
Strategist - Wealth Planning
Director - Investments
Team Lead - Client Service
Wealth Planning Analyst
Investment Analyst
Director - Investments
Wealth Planning Analyst
Investment Analyst
Wealth Planning Analyst
Strategist - Wealth Planning
Senior Analyst - Investments
Managing Director - Wealth Consultant
Senior Wealth Strategist
Wealth Consultant
Senior Business Development Specialist – Marketing
Strategist - Wealth Planning
Investment Analyst
Wealth Planning Analyst
Director - Wealth Planning
Senior Analyst - Wealth Planning
Strategist - Family Office Services
Director- Wealth Planning
by Chase D. Conti, CFP®, CAIA®, AWMA®
by Chase D. Conti, CFP®, CAIA®, AWMA®
by Sarah Veverka, CFP®