David Drews

CFA®, CPA

Managing Director

  • Shareholder

Dave is a Managing Director and brings more than twenty-three years of experience to his work designing, implementing and managing investment portfolios for high net worth individuals and their families. He is a shareholder of the firm.

Dave joined legacy firm Cornerstone Advisors, Inc. where he worked with high net worth families and their related charitable entities.  Prior to Cornerstone he worked for Simpson Investment Company and Ernst & Young.

Dave obtained his undergraduate degree from the University of Washington with a concentration in finance and accounting. He is a CFA® charterholder and a Certified Public Accountant (CPA).

Outside of his professional commitments, he is actively involved with various local and not-for-profit organizations in a range of capacities and enjoys spending time with his family and traveling.

Certified Public Accountant

Group

Advisory Services

- Client Advisory

Certification

CFA®

CPA

Office

Bellevue, Washington

Contact & Locations

Dave is a Managing Director and brings more than twenty-three years of experience to his work designing, implementing and managing investment portfolios for high net worth individuals and their families. He is a shareholder of the firm.

Dave joined legacy firm Cornerstone Advisors, Inc. where he worked with high net worth families and their related charitable entities.  Prior to Cornerstone he worked for Simpson Investment Company and Ernst & Young.

Dave obtained his undergraduate degree from the University of Washington with a concentration in finance and accounting. He is a CFA® charterholder and a Certified Public Accountant (CPA).

Outside of his professional commitments, he is actively involved with various local and not-for-profit organizations in a range of capacities and enjoys spending time with his family and traveling.

Certified Public Accountant

Offices

Scottsdale, AZ

Contact & Locations

Los Angeles, CA

Contact & Locations

Lakewood, CO

Contact & Locations

Alexandria, VA

Contact & Locations

Maryland

Contact & Locations

Naples, FL

Contact & Locations
Street view of Winter Park Florida Pathstone Office

Winter Park, FL

Contact & Locations

Atlanta, GA

Contact & Locations

Boston, MA

Contact & Locations

Englewood, NJ

Contact & Locations
Aerial view of New York City

New York, NY

Contact & Locations

Providence, RI

Contact & Locations

Austin, TX

Contact & Locations

Bellevue, WA

Contact & Locations

Seattle, WA

Contact & Locations