Drew McMorrow
Algemeen Directeur bij Ballentine Partners LLC
Profiel
Mr. Andrew J.
McMorrow is a President & Chief Executive Officer at Ballentine Partners LLC.
He is responsible for the day-to-day management of the company.
He also continues to consult with families on all aspects of their financial lives.
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.
He also has a specialized expertise in helping families build and realize a vision for their foundation, integrating its planning with the family’s values, and helping his clients generate a sense of reward and accomplishment from their philanthropy.
Prior to joining the firm in 2002, Mr. McMorrow worked at Mercer Management Consulting, where he advised technology companies on their strategic plans.
Earlier in his career, he 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.
Mr. McMorrow graduated Phi Beta Kappa from Brown University, with dual majors in Economics and International Relations.
He received an MBA from the Haas School of Business at the University of California, Berkeley.
He is a Certified Financial Planner practitioner.
Actieve functies van Drew McMorrow
Bedrijven | Functie | Begin |
---|---|---|
Ballentine Partners LLC
Ballentine Partners LLC Investment ManagersFinance Ballentine Partners LLC is a SEC-registered investment advisor and wealth management firm headquartered in Waltham, Massachusetts. The firm was founded by Roy Ballentine and Alice Finn in 2010 to continue manage the entire business of Ballentine, Finn & Co., Inc., a wealth advisory firm which was created in 1984. They are a subsidiary of Ballentine & Co., Inc. Ballentine Partners provides financial advice for wealthy families. | Algemeen Directeur | 25-01-2010 |
Eerdere bekende functies van Drew McMorrow
Bedrijven | Functie | Einde |
---|---|---|
Mercer Management Consulting, Inc.
Mercer Management Consulting, Inc. Miscellaneous Commercial ServicesCommercial Services Mercer Management Consulting, Inc. provides management consulting services. The company offers business design innovation, brand strategy, operational excellence, transformation, and portfolio strategy services. The firm was founded in 1990 and is located in New York, NY. | Corporate Officer/Principal | 31-12-2001 |
United States Congressional Budget Office | Corporate Officer/Principal | - |
Oracle Corp. /OnTarget Sales Methodology Div/ | Corporate Officer/Principal | - |
Opleiding van Drew McMorrow
University of California, Berkeley | Masters Business Admin |
Brown University | Undergraduate Degree |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
Bedrijven in privébezit | 4 |
---|---|
Oracle Corp. /OnTarget Sales Methodology Div/ | Technology Services |
Mercer Management Consulting, Inc.
Mercer Management Consulting, Inc. Miscellaneous Commercial ServicesCommercial Services Mercer Management Consulting, Inc. provides management consulting services. The company offers business design innovation, brand strategy, operational excellence, transformation, and portfolio strategy services. The firm was founded in 1990 and is located in New York, NY. | Commercial Services |
United States Congressional Budget Office | Government |
Ballentine Partners LLC
Ballentine Partners LLC Investment ManagersFinance Ballentine Partners LLC is a SEC-registered investment advisor and wealth management firm headquartered in Waltham, Massachusetts. The firm was founded by Roy Ballentine and Alice Finn in 2010 to continue manage the entire business of Ballentine, Finn & Co., Inc., a wealth advisory firm which was created in 1984. They are a subsidiary of Ballentine & Co., Inc. Ballentine Partners provides financial advice for wealthy families. | Finance |