President & CEO Drew McMorrow, MBA, CFP®, was featured in Financial Advisor’s July 2018 Cover story Standing Still is Not an Option. He discussed the advantages of the RIA channel and changes posed to the industry in the wake of the end of the DOL rule. As RIAs adapt to these and other changes, more have been offering resources for the next generation and expanding into the impact investing space, which Ballentine has been doing since the hiring of our Director of Impact Investing in 2010.
“I already see that those of us who subject ourselves to the fiduciary standard are beset with a lot of regulations. It feels like the pressure is mounting on us, when it should be mounting in favor of the consumer interest.”–Drew McMorrow
Drew is President & CEO of the firm and 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, Drew 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. Learn more about Drew McMorrow.
