People

Drew  Freides

Drew Freides

Formal First Name
Drew
Link

Drew Freides has received industry recognition ever since he started his career in financial services in 1999. He was a former Vice President at Goldman Sachs, where he successfully achieved membership in the firm’s influential Leadership Council. Drew is a Managing Director and Private Wealth Advisor at UBS Private Wealth Management, where he focuses on wealth and liability management, estate planning strategies, along with tax optimization and philanthropic strategies. Prior to his career in wealth management, he spent seven years designing and managing the construction of custom racing yachts, where he became a crew member aboard multiple America’s Cup yachts.

Professional Experience


Academic History

  • Forbes Top 100 Wealth Advisors, 2019 (#41), 2020 (#32)
  • Forbes Best-In-State Wealth Advisors, CA, 2019–2020 (#7)
  • Forbes/SHOOK America’s Top Wealth Advisors, 2016 – 2018
  • Barron’s Top 100 Financial Advisors, 2015 – 2020 (#61)
  • Barron’s Top 1,200 Financial Advisors, 2015 – 2020 (#20)
  • Barron’s Top 1,000 Financial Advisors, 2013
  • Financial Times Top 400 Financial Advisor, 2015, 2016, 2019, 2020
  • He holds the Series 3, 7 and 66 securities licenses.