Drew Boatright, CFP®, CAIA
Drew helps entrepreneurial families create an innovative financial plan centered around their goals and values. By focusing on a higher purpose and clarifying the path forward, Drew helps families get the most life out of their wealth.
Drew is a Certified Financial Planner™ (CFP®) and has a passion for private investments. He is a leader in the firm’s private equity research and implementation for clients. Prior to joining Innovia, Drew worked with a world-class wealth management team at a larger financial institution
Drew obtained his bachelor’s degree from Davenport University with majors in accounting and finance. While in school, he competed as a division 1 rugby player captaining the team in his junior and senior years. Drew is an active member of the DU finance department advisory board helping drive more engagement in the university’s financial planning programs
Drew and his wife Hannah, live in Belmont. Drew enjoys spending time with family, trying new restaurants, playing golf, and rugby.