Drew Harrod is a Sales Associate who partners with advisors to deliver exceptional service and personalized financial solutions to individuals, families, and business owners.

Prior to joining CCR, Drew worked in Brown Brothers Harriman’s Private Wealth Management division, where he partnered with high-net-worth clients on investment implementation, wealth planning, and relationship management. A significant focus of his work was helping private business owners prepare for liquidity events and ownership transitions. He collaborated closely with clients and their professional advisors, including attorneys and accountants, to develop tax-efficient succession strategies, address estate planning considerations, and thoughtfully deploy assets following the sale of a business.

Drew earned a Bachelor of Science in Finance and a Bachelor of Arts in Mathematics from Providence College. He is passionate about building lasting client relationships and helping clients navigate important financial decisions with confidence.

Outside of work, Drew enjoys distance running, grilling, and exploring the beaches of Cape Cod and the South Shore.