Awards and Industry Recognition

Forbes

Top Wealth Management Teams Best-In-State
2024
Top Next-Gen Wealth Advisors Best-In-State
2023

About Drew

Drew Curto is an Executive Director and Wealth Advisor at J.P. Morgan Wealth Management.

Drew provides tailored guidance to wealth creators and other accomplished clients, helping them deploy their wealth more thoughtfully and strategically. He has particular depth addressing the needs of founders, CEOs, early employees of pre- and post-IPO technology companies, as well as private equity and venture capital partners. Clients look to Drew as a reliable leader, a responsive collaborator, and a trusted sounding board who can relate to their interests and support their ambitions.

Clients who engage Drew's help tend to have complex financial lives and limited time to devote to their wealth. They look to Drew to help refine their approach to the intricacies they encounter, including stock option analysis, concentrated stock strategies, tax-sensitive portfolio design, alternative investments, long-term planning, and customized lending. Drew is proud of his team's overarching objective: to make clients' lives better by helping people capitalize on opportunities and enact a more efficient approach to their wealth. "We provide a suite of services to busy individuals," he offers, "helping them do more with their wealth so they can focus on their personal and professional priorities."

Active in wealth management since 2011, Drew draws on significant experience addressing the needs of high-net-worth and ultra-high-net-worth individuals and families. Prior to joining J.P. Morgan Wealth Management in 2023, he spent more than ten years with First Republic Private Wealth Management, where he was a Vice President and Wealth Manager. In this capacity, Drew focused on portfolio analysis, customized implementation strategies, and single-stock risk management. Earlier in his career, Drew served as an Analyst with Barclays Wealth Management in New York City, where he gained experience in trading, performance reporting, and new business initiatives.

Drew earned his B.S. in Business Administration from the W. P. Carey School of Business at Arizona State University and holds the CERTIFIED FINANCIAL PLANNER™ certification awarded by the CFP®Board of Standards, Inc.

Outside the office, Drew and his wife Ashley love to travel, play tennis, ski, and dote on their much-loved Maltipoo, Mochi. When time allows, Drew also likes to play golf.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Insights

Outlook

100 trading days in: Why 2024 is different

May 24, 2024It’s been a paradox of progress for investors in 2024. But what’s the market’s secret to success—and what could come next?Read Now
Investing

How to invest in AI’s next phase

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Wealth Planning

You can’t always get what you want: Talking with children about wealth and entitlement

May 22, 2024Open communication about family wealth and values can help stave off a sense of entitlement in children – and encourage them to forge their own path.Read Now
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