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Drew Pratt Cfa Email & Phone Number

Retired Wealth Management and Investment Specialist

Location: San Francisco, California, United States 7 work roles 2 schools

1 work email found @pacbell.net 6 phones found area 517 and 989 LinkedIn matched

✓ Verified July 2026 4 data sources Profile completeness 86%

Role

Retired Wealth Management and Investment Specialist

Location

San Francisco, California, United States

Who is Drew Pratt Cfa? Overview

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Quick answer

Drew Pratt Cfa is listed as Retired Wealth Management and Investment Specialist based in San Francisco, California, United States. AeroLeads shows a work email signal at pacbell.net, phone signal with area code 517, 989, and a matched LinkedIn profile for Drew Pratt Cfa.

Drew Pratt Cfa previously worked as Vice President of Investment Advice at Rebalance and Wealth Manager and Shareholder at Wetherby Asset Management (Now Laird Norton Wetherby). Drew Pratt Cfa holds Msf, Finance from Boston College Carroll School Of Management.

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Email format at pacbell.net

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*@pacbell.net

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Profile bio

About Drew Pratt Cfa

My passion is applying my professional experience as an investor, strategist and wealth manager to help clients clients make positive business, financial and life decisions. I have over 40 years of experience that includes trading, security analysis, wealth management, investing in public equity markets, hedge funds, private equity, real estate, impact investing, asset allocation strategy, people management, as well as tax, and trust & estate planning.My career began in Boston, as an institutional trader in both the over-the-counter and listed (NYSE) equity markets. This experience kindled my desire to move to the analytical side, leading to graduate school and a position with Hewlett-Packard's Benefit Fund Investments group in Palo Alto, CA. Working on a major pension fund in the heart of Silicon Valley was an amazing opportunity and lead to the next step in my analytical career with Montgomery Security's Asset Management group as the equity analyst for their U.S. growth fund launch. The Montgomery Growth Fund quickly rose to the top of its category. and, based on my success, I was able to become a portfolio manager overseeing a variety of funds and developed my expertise in macro-economic analysis and strategy. After Montgomery was sold to Wells Capital, I looked to the wealth management space as a place to leverage my analytical background and work directly with clients. Starting my own RIA was a great first step that confirmed my desire to be an advisor and lead to the opportunity to join Wetherby Asset Management. During my twelve plus years at Wetherby, I gained valuable experience working with HNW and endowment/foundation clients, building an investment process and running a research team, as part of the firm’s Management Committee, chairing the Investment Committee, and mentoring up-and-coming talent. I’m so fortunate to have had all of these opportunities!Throughout my career I admired firms with a client-centric orientation. I value intellectual honesty, teamwork, transparent communication and intelligent firm evolution. I thrive in a collaborative culture, with strategic challenges and problem solving opportunities, and love distilling the complexity of the financial world into a framework that makes sense to clients. I have extensive experience with portfolio accounting platforms and a power user of Salesforce, MS Excel, Word and PowerPoint.

Listed skills include Asset Allocation, Wealth Management, Alternative Investments, Investment Management, and 31 others.

7 roles

Drew Pratt Cfa work experience

A career timeline built from the work history available for this profile.

Vice President Of Investment Advice

Rebalance

San Francisco Bay Area

Wealth Manager and Investment SpecialistWealth Manager who also supported the CIO and investment committee, firm leadership, financial advisors, and client service organization in this rapidly growing RIA. Advised the firm's largest wealth management clients on complex investment and financial/estate planning issues. Assisted in managing the client service organization. Regularly interacted with the firm's Investment Advisory committee regarding portfolio management.Provided… Show more Wealth Manager and Investment SpecialistWealth Manager who also supported the CIO and investment committee, firm leadership, financial advisors, and client service organization in this rapidly growing RIA. Advised the firm's largest wealth management clients on complex investment and financial/estate planning issues. Assisted in managing the client service organization. Regularly interacted with the firm's Investment Advisory committee regarding portfolio management.Provided original insightful content for quarterly newsletters and webinars. Conducted due diligence on and implemented Black Diamond portfolio management software including loading history. Worked directly with 55 of the largest wealth management clients on solving complex investment and financial/estate planning challenges. Consulted with firm's advisory staff to help advisors raise their game as wealth managers and deal with difficult questions. Facilitated strategic planning, internal management, staff meetings and optimal organizational structure. Show less

Oct 2019 - Aug 2024

Wealth Manager And Shareholder

Wetherby Asset Management (Now Laird Norton Wetherby)

San Francisco, California

Senior Wealth Manager leading relationships with high net worth individual and foundation/endowment clientsDirector of Research/Wealth Manager and Chair of the Investment Committee 2009-2015Management Committee and Comp Committee member 2009-2015

Aug 2006 - Jan 2019

Founder And Principal

Fairlead Financial Advisors

Mill Valley, Ca

Co-founder and Investment Advisor focused on providing guidance to high net worth clientsFocused on enhancing firm's investment capabilities and building strong relationships with clients, prospects, and COIs

Sep 2003 - Jun 2006

Portfolio Manager And Shareholder

Montgomery Asset Management

San Francisco, Ca

Portfolio manager of equity mutual funds and separately managed accountsCo-managed 30 analysts as part of Montgomery’s global research platform

Oct 1993 - Jan 2003

Equity Analyst

Hp

Palo Alto, Ca

Analyst covering technology, basic materials, and private equity fund investments for the internal Benefit Funds Investment Group (The Hewlett Packard Company pension fund)Portfolio manager for a small-cap equity portfolio of selected individual stocks distributed from venture fund investments*Please note HP Titles such as Financial Specialist don't accurately convey job descriptions and responsibilities

Jun 1989 - Sep 1993

Senior Equity Trader

Fidelity Investments

Boston, Ma

Managed institutional trading desk focused on trading large blocks of listed equity securitiesFidelity Brokerage/Capital Markets Group

Sep 1983 - Aug 1988

Trader

Eastern Capital Corporation

Greater Boston Area

Trader in small discount brokerage firm focused on commodities and options.

Jan 1982 - Aug 1983

2 education records

Drew Pratt Cfa education

Msf, Finance

Boston College Carroll School Of Management

Bba, Finance And Economics

Wisconsin School Of Business

FAQ

Frequently asked questions about Drew Pratt Cfa

Quick answers generated from the profile data available on this page.

What is Drew Pratt Cfa's role at their current company?

Drew Pratt Cfa is listed as Retired Wealth Management and Investment Specialist.

What is Drew Pratt Cfa's email address?

AeroLeads has found 1 work email signal at @pacbell.net for Drew Pratt Cfa.

What is Drew Pratt Cfa's phone number?

AeroLeads has found 6 phone signal(s) with area code 517, 989 for Drew Pratt Cfa.

Where is Drew Pratt Cfa based?

Drew Pratt Cfa is based in San Francisco, California, United States.

What companies has Drew Pratt Cfa worked for?

Drew Pratt Cfa has worked for Rebalance, Wetherby Asset Management (Now Laird Norton Wetherby), Fairlead Financial Advisors, Montgomery Asset Management, and Hp.

How can I contact Drew Pratt Cfa?

You can use AeroLeads to view verified contact signals for Drew Pratt Cfa, including work email, phone, and LinkedIn data when available.

What schools did Drew Pratt Cfa attend?

Drew Pratt Cfa holds Msf, Finance from Boston College Carroll School Of Management.

What skills is Drew Pratt Cfa known for?

Drew Pratt Cfa is listed with skills including Asset Allocation, Wealth Management, Alternative Investments, Investment Management, Asset Management, Trading, Mutual Funds, and Fixed Income.

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