Drew Kanaly, CTFA
Relationship Manager & Chairman Emeritus Kanaly Trust
Drew is Chairman and President of Kanaly Trust and is responsible for all client service and business development firm-wide. In addition to his leadership position, he continues to manage the ongoing investment strategies and personal wealth management programs of several family relationships. Drew directs the development and administration of personal and family trust accounts including charitable trusts, private charitable foundations, family limited partnerships, revocable living, testamentary, and custodial trusts for minors, IRA and IRA Rollover accounts along with estate administration, and any other client-specific financial needs as they arise. He specializes in investment management, charitable trusts and family limited partnerships.
Since earning his BBA in Finance from the University of Houston, Drew has attended the American Bankers Association’s National Graduate Trust School at Northwestern University; the Texas Bankers Association Regional Trust School at Southern Methodist University; and earned a Certified Trust and Financial Advisor (CTFA) designation. Drew joined Kanaly in 1983 and has more than thirty years of experience in trust and investments.
Drew joined the University of Texas Health Science Center at Houston Development board in 2007 and currently chairs the Advisory Committee UT Health-Harris County Psychiatric Center, and is past chair of the Medical School Advisory Council. He is the past President of the Board of Trustees Open Door Mission and serves on the board for LACEP, the Latin American Collaborative Education Project. He formerly served on the board of the Gladney Fund in Ft. Worth, Texas, and is past president of the Texas Ex-Students’ Association of the University of Texas–Houston Chapter.
Drew regularly offers commentary on CNBC programs such as The Call, Power Lunch and Squawk on the Street. He has also appeared as a guest on FOX Business News as well as Bloomberg Television’s On the Markets and Open Exchange, on which he served as the hour-long show’s featured guest. In addition, Drew has been featured on Bloomberg Radio, Marketwatch.com, CNNMoney.com, Forbes.com, and in multiple print publications including SmartMoney and the Houston Business Journal. Drew was named to the FIVE STAR: Best in Client Satisfaction Wealth Manager List for 2009 and 2010, which is published in Texas Monthly.