![Drew McMorrow](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Drew McMorrow
Directeur Général chez
Ballentine Partners LLC
Profil
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.
He 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.
Postes actifs de Drew McMorrow
| Sociétés | Poste | Début |
|---|---|---|
Ballentine Partners LLC
 Ballentine Partners LLC Investment ManagersFinance Ballentine Partners builds diversified portfolios using a combination of low fee, tax-efficient investment vehicles and active managers when their after-tax returns justify their fees. They also add considerable value through tax-optimization of their clients’ portfolios. The firm search for the most attractive investment products. Their investment research includes coverage of real estate funds, hedge funds, private equity funds, venture capital funds, and natural resource funds. | Directeur Général | 25/01/2010 |
Anciens postes connus de Drew McMorrow
| Sociétés | Poste | Fin |
|---|---|---|
Mercer Management Consulting, Inc.
 Mercer Management Consulting, Inc. Miscellaneous Commercial ServicesCommercial Services Provides management consulting services | Corporate Officer/Principal | 31/12/2001 |
United States Congressional Budget Office
 United States Congressional Budget Office General GovernmentGovernment Provides budgetary decisions | Corporate Officer/Principal | - |
Oracle Corp. /OnTarget Sales Methodology Div/
 Oracle Corp. /OnTarget Sales Methodology Div/ Packaged SoftwareTechnology Services Provides management software tools | Corporate Officer/Principal | - |
Formation de Drew McMorrow
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
75
Relations au 1er degré
6
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 6 |
|---|---|
Ballentine Partners LLC
Ballentine Partners LLC Investment ManagersFinance Ballentine Partners builds diversified portfolios using a combination of low fee, tax-efficient investment vehicles and active managers when their after-tax returns justify their fees. They also add considerable value through tax-optimization of their clients’ portfolios. The firm search for the most attractive investment products. Their investment research includes coverage of real estate funds, hedge funds, private equity funds, venture capital funds, and natural resource funds. | Finance |
Brown University
 Brown University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Mercer Management Consulting, Inc.
Mercer Management Consulting, Inc. Miscellaneous Commercial ServicesCommercial Services Provides management consulting services | Commercial Services |
University of California, Berkeley
 University of California, Berkeley Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
United States Congressional Budget Office
United States Congressional Budget Office General GovernmentGovernment Provides budgetary decisions | Government |
Oracle Corp. /OnTarget Sales Methodology Div/
Oracle Corp. /OnTarget Sales Methodology Div/ Packaged SoftwareTechnology Services Provides management software tools | Technology Services |
