Drew Norman is a Director at IEQ Capital where he works closely with ultra-high-net-worth clients to provide them with holistic wealth management services with a focus on investment advice, portfolio construction, and trust & estate planning.
Prior to joining IEQ Capital, Mr. Norman served as an Associate Director at EPIQ Capital Group. Earlier in his career, he was a Senior Associate at UBS Private Wealth Management, where he provided financial planning and investment advice to high-net-worth families. He also worked as an Associate at Frost Bank, assisting clients with investment management.
Mr. Norman holds a Bachelor degree from the University of Mississippi and has earned the CFP® certification. He is currently pursuing the CFA® designation.
Mr. Norman is a Dallas, Texas native, where he currently lives with his wife and their two dogs, a rescued Labrador Retriever and German Shepherd mix. In his free time, Mr. Norman is an avid fan of all local sports teams, enjoys finding new music, playing a round of golf, and going on trips with friends and family.