CAIA Member since 2008
Mr. Chan joined Fiduciary Trust International in 2026 and is a Senior Portfolio Manager working closely with ultra-high-net worth individuals, multi-generational families, and non-profits to craft bespoke investment portfolios across public and private markets to achieve their long-term goals.
Prior to joining Fiduciary Trust International, Drew was a Co-Founder and Managing Partner at Chartered Wealth Partners overseeing investments, operations and technology. Before that, he spent a decade at First Foundation Advisors, first serving as Managing Director of Portfolio Strategy and then as Co-Chief Investment Officer where he oversaw firm-wide strategic and tactical asset allocation, portfolio construction, alternative investments and the discretionary investment platform. He began his career at the U.S. Trust Company as a Portfolio Analyst and later as Portfolio Manager. During his eleven years there, he served on the team that integrated the investment platform with Bank of America Private Bank as well as representing the Western Region on various national investment committees. He is a graduate of the Wharton School Executive Program on Investment Management and holds a Bachelor of Arts degree in Business Administration from the University of California, Riverside. Mr. Chan holds the Chartered Alternative Investment Analyst designation and is a Member of the CAIA Association and a Member of the CFA Society Los Angeles, where he received the Volunteer of the Year award in 2026.