As Director of Client Services, Drew partners with the investment committee and portfolio management team to marshal the client relationship process ensuring client's objectives are achieved.   

Drew joined the firm seasonally in December 2009 and started full time in the Operations Department in April 2012, as Systems and Reports Manager.  In April 2021, Drew accepted the position of Security Analyst and Trader, expanding the role over the coming years. Drew accepted the position of Director of Client Services in December 2025. He is a graduate of SUNY Brockport with a Bachelor of Science Degree in Physical Education and Health Science.  Prior to joining the firm, Drew taught in the Elmira City School District.  Drew is a Financial Paraplanner Qualified Professional™ designee. He completed the FINRA Series 65, Uniform Investment Advisors Law Exam.

Drew coached Cross Country and Track in the Corning Painted Post Area School District from 2009 to 2022 and continues to volunteer presently. Additionally, Drew volunteers with the Bear Creek Trout Nursery and the Elmira Heights Little League.