Drew McMorrow
Drew McMorrow is the President and CEO of Ballentine Partners, an independent wealth management firm providing comprehensive investment and family office services to wealthy families and entrepreneurs. He is responsible for the day-to-day management of the firm. In addition to advising on the more traditional areas of wealth management, including investment, estate, insurance, tax and philanthropic planning, he leverages his consulting background to help families with their direct ventures and real estate opportunities. Prior to joining the firm in 2002, McMorrow worked at Mercer Management Consulting, where he advised technology companies on their strategic plans.
Drew McMorrow Professional Experience / Academic History
Professional Experience
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President and Chief Executive Officer
Academic History
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Master of Business Administration (MBA)
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B.A., Economics and International Relations
McMorrow has a specialized expertise in helping families build and realize a vision for their foundation.
He helps in integrating the firm's planning with the family's values and helping clients generate a sense of reward and accomplishment from their philanthropy.
In addition, he also continues to consult with families on all aspects of their financial lives.
COMMUNITY INVOLVEMENT
Chair of the Recreation Commission, Carlisle, MA
Governance Committee, Trustees of the Reservation
EARLY CAREER
McMorrow was the Director of Business Operations at Oracle Corporation, where he directed financial and business analysis for procurement and distribution operations.
He started his career at the Congressional Budget Office as an Analyst in the Tax Analysis Division.
CERTIFICATION