Drew Nordlicht is a Partner and Managing Director at HighTower San Diego.
At HighTower San Diego, Drew provides comprehensive planning and asset management solutions for a select group of corporate executives, entrepreneurs, venture capital firms and families of significant wealth.
A specialist in the area of restricted stock, stock options, and pre-IPO equity planning, Drew's extensive experience working in the corporate and venture services arena gives him a unique perspective on the financial issues in both public and private companies. He has successfully navigated the sale and purchase of securities by corporate officers under Rule 10b5-1 plans, collateral loans, sales under Rule 144, 145, and shelf registered securities, employee stock option exercises, and corporate repurchases.
Prior to HighTower, Drew spent 6 years at UBS and before that, he was at Smith Barney for 14 years. Drew is FINRA-registered and holds his Series 3, 7, 63, and 65 securities licenses as well as licenses for life, accident and health insurance and variable annuities. He is a member of the National Futures Association, and is also an Accredited Investment Fiduciary, an outside course of study from the Center for Fiduciary Studies.
A graduate from San Diego State University with a Bachelor of Arts degree in Marketing, Drew and his wife Yrsa have two children and reside in Carmel Valley. He leads an active lifestyle as a member of several football and volleyball leagues.