Entrepreneurship and Inspiration: A Conversation with Devon Drew

Pull Up a Chair with CFA Society Boston

In this episode, host Sarah Samuels, CFA, CAIA, sits down with Devon Drew, CIMA, founder and CEO of DFD Partners. The two talk about foundational childhood experiences that formed who he is today, his career progression from equity sales to wealth management, his inspirations, becoming an entrepreneur in this space and addressing the challenges that come with it.

Show notes

Devon Drew oversees the strategy, operation, and implementation of the $800B data-driven, distribution platform at DFD Partners connecting asset managers with their next client. He has been in the asset management industry for over 16 years and has raised over $30B for his organizations. Prior to DFD, he was a Senior Executive at the $8T Vanguard group, where he led the efforts in the financial advisor services business to raise assets in Vanguard's etfs and mutual funds. Before Vanguard, Devon held Vice President positions at American Century Investments, Fred Alger Management and JP Morgan Chase. He started his career as a financial advisor at Merrill Lynch and Westrock Advisors.

Disclaimer

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