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Devon Drew

Chief Executive Officer at ASSETLINK

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Overview

Devon Drew serves as Chief Executive Officer at ASSETLINK[1], an intelligence operating system for wealth management professionals[2]. Drew is the author of The Agile Advisor: Strategic Intelligence for the Modern Wealth Leader[2]. Prior to the current role at ASSETLINK beginning in April 2023[3], Drew held the same position from December 2021 to December 2023[4]. Earlier experience includes a role as Senior Executive for Financial Advisor Services at Vanguard from January 2020 to June 2022[5], Vice President of Advisor Consultant at American Century Investments from April 2015 to January 2020[6], and positions at Alger and JPMorgan Chase & Co.[7][8][9][10] Drew holds a business management degree from Southern Connecticut State University[12] and completed the Certified Investment Management Analyst Program at The Wharton School[11].

Profile introduction
Source excerptLinkedIn [2]

Author of The Agile Advisor: Strategic Intelligence for the Modern Wealth Leader Join the 2026 Briefing: https://theagileadvisor.beehiiv.com/ As the CEO of AssetLink, I lead the vision and strategy for the intelligence operating system for the professionals who move capital and talent in wealth management. I am passionate about using technology, data, and innovation to disrupt the status quo.

Career history

  1. Chief Executive OfficerApr 2023 to presentASSETLINK
  2. Chief Executive OfficerDec 2021 to Dec 2023ASSETLINK
  3. Senior Executive - Financial Advisor ServicesJan 2020 to Jun 2022Vanguard
  4. Vice President, Advisor ConsultantApr 2015 to Jan 2020American Century Investments
  5. Vice President, Regional DirectorMar 2013 to Apr 2015Alger
  6. Regional AssociateMay 2011 to Mar 2013Alger
  7. Vice President, Financial AdvisorApr 2010 to May 2011JPMorgan Chase & Co.
  8. Internal Client AdvisorApr 2010 to Jun 2010JPMorgan Chase & Co.

Education

  1. Certified Investment Management Analyst Program2013 - 2013The Wharton School
  2. Business, Management2003 - 2007Southern Connecticut State University

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