AeroLeads people directory · profile

Jonathan Drum, Cfa Email & Phone Number

Vice President, Client Advisory at Offit Capital
Location: New York, United States 5 work roles 1 school
LinkedIn matched
✓ Verified July 2026 3 data sources Profile completeness 86%

Contact Signals

LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Offit Capital
Role
Vice President, Client Advisory
Location
New York, United States
Company size
48 employees

Who is Jonathan Drum, Cfa? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Jonathan Drum, Cfa is listed as Vice President, Client Advisory at Offit Capital, a with 48 employees, based in New York, United States. AeroLeads shows a matched LinkedIn profile for Jonathan Drum, Cfa.

Jonathan Drum, Cfa previously worked as Executive Director at Morgan Stanley and Vice President at Goldman Sachs Asset Management. Jonathan Drum, Cfa holds Bs In Business Administration, Finance And International Business from Georgetown University - The Mcdonough School Of Business.

Company email context

Email format at Offit Capital

This section adds company-level context without repeating Jonathan Drum, Cfa's masked contact details.

Offit Capital

Review company-level records connected to Jonathan Drum, Cfa before choosing the right outreach path.

View email format View company profile Management contacts
Profile bio

About Jonathan Drum, Cfa

Specialties/Licenses: Jonathan holds his Series 7, Series 63, Series 3, and is a CFA charterholder.

Current workplace

Jonathan Drum, Cfa's current company

Company context helps verify the profile and gives searchers a useful next step.

Offit Capital
Offit Capital
Vice President, Client Advisory
new york, united states
Website
offitcapital.com
Employees
48
AeroLeads page
Company profile
View company profile Email format
5 roles

Jonathan Drum, Cfa work experience

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

Vice President, Client Advisory

Current
Offit Capital

New York, New York, United States

Offit Capital is an SEC-registered investment advisory firm serving wealthy individuals, multi-generational families, endowments and foundations.

Jan 2024 - Present

Executive Director

Morgan Stanley

Investment Officer, Morgan Stanley Family Office

Aug 2022 - May 2023

Contingent Worker

Bloomberg

Municipal Bond Group

Feb 2009 - Oct 2009

Summer Analyst

Blackrock

Strategic Alliances Group - worked in a subadvised group that tried to get BlackRock products onto variable annuity, 401k, and private banking platforms.

Jun 2008 - Aug 2008
Team & coworkers

Colleagues at Offit Capital

Other employees you can reach at offitcapital.com. View company contacts for 48 employees →

JG Jeff Greenwald, Cfa Jeff Greenwald, Cfa Colleague at Offit CapitalNew York, United States View → RI Roshel Isakharov Roshel Isakharov Colleague at Offit CapitalQueens County, New York, United States View → NP Nicholas Papasophocles Nicholas Papasophocles Colleague at Offit CapitalNew York City Metropolitan Area, United States View → GG George Gregory George Gregory Colleague at Offit CapitalNew York, United States View → BP Brianna Pintauro Brianna Pintauro Colleague at Offit CapitalLos Angeles, California, United States View → BG Brigid Griffin Brigid Griffin Colleague at Offit CapitalNew York, United States View → VC Vito Campasano Vito Campasano Colleague at Offit CapitalNew York, United States View → NA Nehal Adhikari Nehal Adhikari Colleague at Offit CapitalNew York, United States View → DD Deanna Desio Deanna Desio Colleague at Offit CapitalStaten Island, New York, United States View → EA Eytan Abergel Eytan Abergel Colleague at Offit CapitalNew York City Metropolitan Area, United States View →
1 education record

Jonathan Drum, Cfa education

FAQ

Frequently asked questions about Jonathan Drum, Cfa

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

What company does Jonathan Drum, Cfa work for?

Jonathan Drum, Cfa works for Offit Capital.

What is Jonathan Drum, Cfa's role at Offit Capital?

Jonathan Drum, Cfa is listed as Vice President, Client Advisory at Offit Capital.

Where is Jonathan Drum, Cfa based?

Jonathan Drum, Cfa is based in New York, United States while working with Offit Capital.

What companies has Jonathan Drum, Cfa worked for?

Jonathan Drum, Cfa has worked for Offit Capital, Morgan Stanley, Goldman Sachs Asset Management, Bloomberg, and Blackrock.

Who are Jonathan Drum, Cfa's colleagues at Offit Capital?

Jonathan Drum, Cfa's colleagues at Offit Capital include Jeff Greenwald, Cfa, Roshel Isakharov, Nicholas Papasophocles, George Gregory, and Brianna Pintauro.

How can I contact Jonathan Drum, Cfa?

You can use AeroLeads to view verified contact signals for Jonathan Drum, Cfa at Offit Capital, including work email, phone, and LinkedIn data when available.

What schools did Jonathan Drum, Cfa attend?

Jonathan Drum, Cfa holds Bs In Business Administration, Finance And International Business from Georgetown University - The Mcdonough School Of Business.

Find 750M verified contacts

Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.