Drew serves as Vice President at Midland Trust Company, bringing 40 years of fiduciary experience to his roles. He collaborates closely with clients and their advisors to develop and implement long-term trust and estate plans while addressing current wealth management goals. Drew began his career as a fiduciary accountant before moving into trusts and wealth management. He spent 16 years as a Senior Vice President at two respected trust companies, concentrating on the ultra-high-net-worth sector. In 2009, a medical incident involving his daughter and resulting in an injury led Drew to shift his professional focus toward supporting individuals and families affected by medical malpractice or personal injury. This transition brought him to Midland Trust Company in 2013, where he serves as a Senior Trust Officer, Relationship Manager, and Business Development Officer. Drew’s dedication and commitment to supporting clients with unique needs reflects Midland’s core values of compassion, empathy, integrity, and service excellence.
Education
- Bachelor of Science with honors from Pace University
- Extensive post-graduate and continuing education studies at both Long Island University and New York University
Certifications
- NYS life insurance
broker/consulting license
Specialties
- Trust and Estate Administration, Wealth Planning, Asset Management and Custody
- Court-Supervised Trusts, Special Needs / Supplemental Needs Trusts, Property Guardianships
Interests
Past President of the Rockland County Estate Planning Council, Inc. and currently sits on its Board of Directors
Other Team Members
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