Andrew T. Lucich

In his 35 years in financial services, Drew has served in various roles across broker-dealers, banks, and registered investment advisers. For the last 20 years, he has served as Chief Compliance Officer, as well as Chief Operations and Risk Management Officer, for several SEC-registered investment advisers. He was also the Chief Compliance Officer for an OCC-regulated trust company.

He received a B.S. in Business Administration from the University of Massachusetts, majoring in Finance with a minor in Economics, and has passed the FINRA Series 7, Series 63, and Series 66 exams.

Drew lives in Lynnfield, Massachusetts.