Our Team

As Managing Director and Senior Portfolio Manager of the NJ team, Drew has been with FAM since 2006. He co-manages portfolios with Kate and is responsible for the day to day management of the office. He received his BS in Business from Wake Forest University, holds the Chartered Financial Analyst (CFA) designation and the Certified Financial Planner (CFP) designation as well as the FINRA Series 7, 9, 10, and 66 registrations. Most of Drew’s youth was spent living in Mexico and Singapore before returning to the U.S. to attend college. He resides in Summit, NJ with his wife and three children and his interests include skiing, reading and traveling. In 2022 Forbes/Shook Research ranked Drew as a Top Next Generation Wealth Advisor – Best in State.*

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Kate is Senior Director of Investments and co-manages assets alongside Drew. Kate is a seasoned financial professional with over two decades of relevant experience. Her career in Finance began after she graduated from Haverford College in 2003 with a major in Economics and a minor in Psychology. Kate pursued her passion for Finance at NYU's Stern School of Business where she earned an MBA with specializations in Management and Finance. Kate has extensive expertise in portfolio management, equities, options and other financial instruments. Kate's in-depth understanding of financial markets is further complemented by her professional qualifications. She holds the Chartered Alternative Investment Analyst (CAIA) designation as well as the FINRA Series 4, 7, 24, 55, 63, and 65 registrations.

Kate and Drew are brother and sister and share a favorite hobby of watching their kids learn to ski and explore the outdoors together.

As Director – Investments, Austin joined the FAM team in December 2025. He works alongside Drew and Kate, focusing on integrating comprehensive financial planning into the team’s discretionary investment management process. Austin is a seasoned professional with nearly a decade of experience in the financial services industry. Prior to joining the Summit-based team, he served as the Director of Financial Planning for Oppenheimer & Co. Inc., a role he began in November 2023.

Austin’s deep expertise in financial planning allows the team to further tailor portfolios to address clients' complex retirement, tax efficiency, and estate planning needs. He received his degree in Marketing and Sales from Bloomsburg University of Pennsylvania. Austin’s professional qualifications include the FINRA Series 7 and 66 registrations, as well as Life and Health Insurance licenses.

Originally from Doylestown, PA, Austin now resides in New York City with his fiancée, Sarah. His interests outside of the office include running, reading, and spending time with their dog, Maverick.

Donna joined the FAM team in June of 2019 and has worked in financial services for most of her career. With experience on municipal and equity trading desks and other operational and customer service roles, she is well equipped to support the team and our clients. She holds the FINRA Series 7 and 66 registrations. Donna grew up in New Jersey and currently resides in Whitehouse Station with her two sons and two cats. Her interests include cooking, traveling, hiking, reading, and socializing with friends.