Drew Convery
New York 300 Madison Ave, 7th Floor New York, NY 10017
Phone number:
212-259-3800
Toll-free:
800-773-3469
Fax number:
212-259-3888
Drew Convery
Senior Associate
Drew Convery is a client service manager for CIBC Private Wealth in New York with five years of industry experience. In this role, he works closely with senior relationship managers to provide comprehensive client service and ongoing account administration.
Prior to joining the firm, Drew was a senior associate at Pathstone Family Office, responsible for account administration, trading, portfolio reconciliation, and any client money movements. Previously, Drew worked at Charles Schwab, where he worked directly with clients to establish financial plans and portfolio allocations.
Drew received a Bachelor of Science degree in business administration from William Paterson University.
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