Experience & Expertise
Drew Altemose supports advisors by contributing to research projects and developing
analytical insights to guide personalized financial planning strategies. His work also
includes gathering and analyzing client financial data to prepare custom reports for
informing decisions related to investments, taxes, retirement, and estate planning.
Drew graduated from Cornell University with a bachelor’s degree in finance,
subsequently completing the Certified Financial Planner (CFP®) program at Boston
University. Before joining Greenspring Advisors, Drew worked in other financial planning
roles during his college summers and participated as a Varsity Athlete in track and sprint
football.
Originally from Northeast Pennsylvania, Drew developed his lifelong love of the
outdoors after spending time in Upstate New York, participating in golf, snowboarding,
snowmobiling, and fishing. He currently resides in Manhattan, where he enjoys cooking,
exercising, and spending time with family and friends.
Favorite Thing About Working With Clients
“My favorite piece of working with my clients is getting to know them on a personal level.
Client meetings generally combine meaningful conversations about financial goals with
moments to share stories, experiences, and even a few laughs. I love to learn what
drives them, what milestones they’re excited about, and how our team can help make
their financial plan turn into a reality. Building these personal connections makes the
work more rewarding and helps me provide advice that truly fits their lives and values.”
My Philosophy On Client Service
“I believe client service should be proactive, personal, and built on a foundation of trust.
For me, that means taking the time to truly understand each client’s unique goals,
values, and challenges. I feel it’s important to meet clients where they are by listening
carefully and communicating clearly, so that financial planning never feels overwhelming
or impersonal. Ultimately, my goal is to help clients feel empowered to make decisions
that align with their vision for the future.”