Drew Karr, CIMA®

Private Advisor, Managing Director

As a co-founder of The Atlantic Group, Drew leads the team’s corporate and executive services practice. He is a senior relationship manager, working directly with corporate executive clients and business owners, advising on monetization strategies, investment management, and generational wealth planning. Drew began his career at Wachovia Securities 17 years ago and spent 12 years at BB&T Scott & Stringfellow, now Truist prior to The Atlantic Group joining Rockefeller Capital Management.

In 2019, 2020, and 2021, Forbes recognized Drew as one of the “Best-In-State Wealth Advisors.”* He serves as chair of the investment committee for the Jewish Community Foundation and finance committee member for the Jewish Federation of Greater Washington. Drew holds his Certified Investment Management Analyst (CIMA) certification and is a graduate of the Pennsylvania State University with a Bachelors degree in accounting. He enjoys playing golf, skiing and spending time with his family. He lives in Bethesda with his wife Lindsay and their three children Ava, Max, and Ellie.

*The Forbes “Best in State Wealth Advisors” rankings discussed above were designated in 2019, 2020, and 2021 and last for a period of one year until new rankings are released.

Each advisor—selected by SHOOK Research—is chosen based on an algorithm of qualitative and quantitative criteria, including: in-person interviews; industry experience; compliance records; revenue produced; and assets under management. No compensation has been provided in connection with obtaining or using this award.