Location Houston, Texas, United States Regions Greater Houston Area, Southern US Gender Male
Website www.kanaly.com/ LinkedIn View on LinkedIn
Drew is Chairman and President of Kanaly Trust and is responsible for all client service and business development firm-wide. In addition to his leadership position, he continues to manage the ongoing investment strategies and personal wealth management programs of several family relationships. Drew directs the development and administration of
personal and family trust accounts including charitable trusts, private charitable foundations, family limited partnerships, revocable living, testamentary, and custodial trusts for minors, IRA and IRA Rollover accounts along with estate administration, and any other client-specific financial needs as they arise. He specializes in investment management, charitable trusts and family limited partnerships.
Since earning his BBA in Finance from the University of Houston, Drew has attended the American Bankers Association’s National Graduate Trust School at Northwestern University; the Texas Bankers Association Regional Trust School at Southern Methodist University; and earned a Certified Trust and Financial Advisor (CTFA) designation. Drew joined Kanaly in 1983 and has more than thirty years of experience in trust and investments.
