Drew K. Nelson

Associate Portfolio Manager & AVP at Sentinel Trust Co LBA

At Sentinel Trust, Drew is a key part of a team responsible for managing multi-asset class client investment portfolios and internally and externally managed Sentinel Trust investment vehicles. He works closely with the Chief Investment Officer and contributes directly to support all aspects of portfolio management.

Drew joined Sentinel Trust with an educational background in accounting and finance and professional experience in public accounting and investment management firms. His professional experience includes valuation, compliance, due diligence, and building out operational efficiencies at investment managers. He is a Certified Public Accountant and is a Level III Candidate in the CFA Program.

Drew is active with his college alumni network serving the community. He enjoys spending time with his family and watching sports.

Timeline

  • Associate Portfolio Manager & AVP

    Current role