Sr. Trust Officer
Drew has thirty years of experience in the fiduciary arena, working closely with clients and their other trusted adivsors to help individuals and families achieve current and long-term trust & estate plans, and achieve wealth management goals and objectives. Prior to becoming a member of Midland Trust Company (successor in interest to Sterling National Bank’s trust & wealth management business and legacy Hudson Valley Bank, N.A.), Drew was with BNY Mellon, N.A. serving as the Senior Fiduciary Officer and as a Senior Relationship Manager in their ultra-high-net-worth Family Office Group. Previous to joining BNY Mellon, Drew spent 10 years with U.S. Trust Company, N.A., where he was a Senior Vice President, and served as a National Business Head. Prior to joining U.S. Trust, Drew was the global head of Citigroup’s Life Insurance Consulting and Planning. Drew has had several articles published in industry magazines, and helped a former CEO of U.S. Trust author a book on wealth management. To his credit, Drew invented an OCC Reg. 9 review product to mitigate fiduciary risk, which product is marketed and sold by RIC (www.ricomaha.com). Drew received his bachelor’s degree from Pace University in White Plains, NY with honors (Phi Alpha Theta) in his major, and has completed extensive post graduate studies at both Long Island University and New York University. He is a past President of the Rockland County Estate Planning Council, Inc., and currently sits on its Board of Directors. Drew also holds a NYS life insurance broker/consulting license.