![Drew Pratt](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Profile
Andrew George Pratt is the founder of Fairlead Financial Advisors LLC.
Prior to founding Fairlead Financial Advisors LLC, he worked as a Principal at HP, Inc., FIAM LLC, and as a Portfolio Manager at Montgomery Asset Management LLC.
He also worked as a Wealth Manager at Laird Norton Wetherby Wealth Management LLC from 2006 to 2019.
Mr. Pratt holds a graduate degree from Boston College and an undergraduate degree from the University of Wisconsin.
Former positions of Drew Pratt
Companies | Position | End |
---|---|---|
Laird Norton Wetherby Wealth Management LLC
![]() Laird Norton Wetherby Wealth Management LLC Investment ManagersFinance Laird Norton Wetherby Wealth Management LLC (LNW) is a SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. The firm was founded by Debra Lee Wetherby in 1990 and formerly known as Wetherby Asset Management, Inc. and Wetherby Asset Management LLC. They are owned by Laird Norton Wetherby Trust Co. LLC, a subsidiary of Laird Norton Enterprises, Inc. LNW provides investment and financial advisory services predominantly to wealthy individuals and families, as well as their trusts, estates, charitable organizations, corporations, business entities, foundations and endowments. | Portfolio Manager-Equities | 01/01/2019 |
Montgomery Asset Management LLC
![]() Montgomery Asset Management LLC Investment ManagersFinance Montgomery Asset Management LLC is a private company based in Sarasota, FL that was founded by Josephine Santos Jiménez. DDNS - Discount Domain Name Services is a family owned and operated domain registrar and hosting provider. The company was the first registrar to receive ISS certification. | Corporate Officer/Principal | - |
FIAM LLC
![]() FIAM LLC Investment ManagersFinance FIAM LLC (do-business-as Fidelity Institutional Asset Management) is a SEC-registered investment advisor headquartered in Smithfield, Rhode Island. The firm was founded in 2006 and formerly known as Pyramis Global Advisors LLC. They are wholly-owned by FIAM Holdings LLC, which in turn is owned by FMR LLC, aka Fidelity Investments. FIAM provides discretionary investment management services to institutional accounts. They also sub-advice funds or accounts for affiliated advisers and unaffiliated advisers. | Corporate Officer/Principal | - |
HP INC. | Corporate Officer/Principal | - |
Fairlead Financial Advisors LLC
![]() Fairlead Financial Advisors LLC Investment ManagersFinance Fairlead Financial Advisors, LLC is an investment management and financial planning firm that offers a comprehensive wealth management solution to its clients. Fairlead Financial Advisors, LLC is based in Mill Valley, CA. The private company manages investment portfolios on a fee-only basis using Charles Schwab as a custodian. Clients have direct access to the principal, John Vreeland, a Certified Financial Planner(TM). | Corporate Officer/Principal | 31/12/2005 |
Training of Drew Pratt
Boston College | Graduate Degree |
University of Wisconsin | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Listed companies | 1 |
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HP INC. | Electronic Technology |
Private companies | 4 |
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Laird Norton Wetherby Wealth Management LLC
![]() Laird Norton Wetherby Wealth Management LLC Investment ManagersFinance Laird Norton Wetherby Wealth Management LLC (LNW) is a SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. The firm was founded by Debra Lee Wetherby in 1990 and formerly known as Wetherby Asset Management, Inc. and Wetherby Asset Management LLC. They are owned by Laird Norton Wetherby Trust Co. LLC, a subsidiary of Laird Norton Enterprises, Inc. LNW provides investment and financial advisory services predominantly to wealthy individuals and families, as well as their trusts, estates, charitable organizations, corporations, business entities, foundations and endowments. | Finance |
FIAM LLC
![]() FIAM LLC Investment ManagersFinance FIAM LLC (do-business-as Fidelity Institutional Asset Management) is a SEC-registered investment advisor headquartered in Smithfield, Rhode Island. The firm was founded in 2006 and formerly known as Pyramis Global Advisors LLC. They are wholly-owned by FIAM Holdings LLC, which in turn is owned by FMR LLC, aka Fidelity Investments. FIAM provides discretionary investment management services to institutional accounts. They also sub-advice funds or accounts for affiliated advisers and unaffiliated advisers. | Finance |
Montgomery Asset Management LLC
![]() Montgomery Asset Management LLC Investment ManagersFinance Montgomery Asset Management LLC is a private company based in Sarasota, FL that was founded by Josephine Santos Jiménez. DDNS - Discount Domain Name Services is a family owned and operated domain registrar and hosting provider. The company was the first registrar to receive ISS certification. | Finance |
Fairlead Financial Advisors LLC
![]() Fairlead Financial Advisors LLC Investment ManagersFinance Fairlead Financial Advisors, LLC is an investment management and financial planning firm that offers a comprehensive wealth management solution to its clients. Fairlead Financial Advisors, LLC is based in Mill Valley, CA. The private company manages investment portfolios on a fee-only basis using Charles Schwab as a custodian. Clients have direct access to the principal, John Vreeland, a Certified Financial Planner(TM). | Finance |
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