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Entrepreneurship and Inspiration: A Conversation with Devon Drew

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Manage episode 394545047 series 3525827
İçerik CFA Society Boston tarafından sağlanmıştır. Bölümler, grafikler ve podcast açıklamaları dahil tüm podcast içeriği doğrudan CFA Society Boston veya podcast platform ortağı tarafından yüklenir ve sağlanır. Birinin telif hakkıyla korunan çalışmanızı izniniz olmadan kullandığını düşünüyorsanız burada https://tr.player.fm/legal özetlenen süreci takip edebilirsiniz.

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

This podcast is the property of the CFA Society Boston. It may not be copied, duplicated, or disseminated in whole or in part without the prior written consent of CFA Society Boston. ​The comments, suggestions, and advice provided in and during this podcast are of the applicable host and guests and not of their respective employers or CFA Society Boston, its members, employees, or volunteers.


This proprietary podcast is provided for general informational purposes only and was prepared based on the current information available, including information from public and other sources that have not been independently verified. No representation or warranty, express or implied, is provided in relation to the accuracy, correctness, appropriateness, completeness or reliability of the information, opinions, or conclusions expressed in the podcast and by the presenters. ​


Information in this podcast should not be considered as a recommendation or advice to own any specific asset class. This podcast does not take into account your needs, personal investment objectives, or financial situation. Prior to acting on any information contained herein, you should consider the appropriateness for you and consult your financial professional. All securities, financial products, and transactions involve risks, including unanticipated market, financial, currency, or political developments. Past performance should not be seen as a reliable indication of future performance and nothing herein should be construed as a guaranty of results. ​


This podcast is not, and nothing in it should be construed as, an offer, invitation or recommendation of any specific financial services company or professional, or an offer, invitation or recommendation to sell, or a solicitation of an offer to buy, any securities in any jurisdiction.

Pull Up a Chair is produced by Association Briefings.
  continue reading

7 bölüm

Artwork
iconPaylaş
 
Manage episode 394545047 series 3525827
İçerik CFA Society Boston tarafından sağlanmıştır. Bölümler, grafikler ve podcast açıklamaları dahil tüm podcast içeriği doğrudan CFA Society Boston veya podcast platform ortağı tarafından yüklenir ve sağlanır. Birinin telif hakkıyla korunan çalışmanızı izniniz olmadan kullandığını düşünüyorsanız burada https://tr.player.fm/legal özetlenen süreci takip edebilirsiniz.

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

This podcast is the property of the CFA Society Boston. It may not be copied, duplicated, or disseminated in whole or in part without the prior written consent of CFA Society Boston. ​The comments, suggestions, and advice provided in and during this podcast are of the applicable host and guests and not of their respective employers or CFA Society Boston, its members, employees, or volunteers.


This proprietary podcast is provided for general informational purposes only and was prepared based on the current information available, including information from public and other sources that have not been independently verified. No representation or warranty, express or implied, is provided in relation to the accuracy, correctness, appropriateness, completeness or reliability of the information, opinions, or conclusions expressed in the podcast and by the presenters. ​


Information in this podcast should not be considered as a recommendation or advice to own any specific asset class. This podcast does not take into account your needs, personal investment objectives, or financial situation. Prior to acting on any information contained herein, you should consider the appropriateness for you and consult your financial professional. All securities, financial products, and transactions involve risks, including unanticipated market, financial, currency, or political developments. Past performance should not be seen as a reliable indication of future performance and nothing herein should be construed as a guaranty of results. ​


This podcast is not, and nothing in it should be construed as, an offer, invitation or recommendation of any specific financial services company or professional, or an offer, invitation or recommendation to sell, or a solicitation of an offer to buy, any securities in any jurisdiction.

Pull Up a Chair is produced by Association Briefings.
  continue reading

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