Drew McMorrow, MBA, CFP®

Drew McMorrow, MBA, CFP®, is President & CEO of Ballentine Partners, an independent multi-family office serving ultra-high-net-worth individuals, families and family offices in the United States and internationally. He leads the firm’s strategy and operations while advising multi-generational families on complex wealth management matters, including investments, estate and tax planning, philanthropy, family governance and multigenerational wealth. Calling on a background in business consulting and management, Drew frequently advises families with significant business ownership as issues of strategy and governance intersect with planning issues.

During his tenure as CEO, Drew oversaw the formation of the Ballentine Partners Center for Family Well-being, which brings the firm’s research and experience to the human and family dimensions of significant wealth. He serves on the advisory boards of the Family Wealth Alliance and the Ultra High Net Worth Institute, and on the Industry Leaders Council of the Family Office Exchange.

Prior to joining Ballentine Partners in 2002, Drew worked at Mercer Management Consulting, Oracle Corporation, and the Congressional Budget Office. He holds an MBA from the Haas School of Business at UC Berkeley and graduated from Brown University.