Matter Team
Drew McDonald, MBA
Drew brings over a decade of experience in private wealth management to his work helping Matter families navigate the opportunities and complexities of wealth. More than any other aspect of his job, he loves solving problems for our clients, so they can devote more time to their businesses, families, and personal pursuits.
A client advisor at IWP since 2022, Drew was previously the director of client services at TFG Financial for six years and a senior client service manager at CIBC Private Wealth Management for two years prior. Drew earned both his BA and MBA from the University of Louisiana at Monroe, and later completed the Certified Financial Planner® program at Boston University in 2022. He also holds a Series 65 license.
Outside of work, Drew enjoys spending time outdoors with his wife and two young sons. A marathon runner and endurance cyclist, he loves to stay active and can often be found training or racing with friends from the New Haven Road Runners Club.