Drew Oestreicher, CEPA

Principal, Senior Client Advisor

Hamilton College, BA

President of The Victoria Mansion Board of Trustees; Town of Yarmouth Investment Committee; North Yarmouth Academy Board of Trustees

Drew comes to Spinnaker Trust with experience as a VP at Chase Manhattan Private Bank in New York City, an SVP at UBS, and a Principal at Portland Global Advisors. He graduated from Hamilton College, in Clinton, NY, where he discovered his interest in the financial industry. Drew is a Certified Exit Planning Advisor (CEPA) and enjoys helping families and small businesses work through the challenges of succession. He loves being actively engaged with our clients, using his skills to help them simplify their financial complexities so that it is easier for them to live their goals.

Drew lives in Yarmouth with his wife, son, daughter and two dogs. Drew serves as the President of the Victoria Mansion Board of Trustees, is the Chair of the Investment Committee for North Yarmouth Academy, and is a member of the Town of Yarmouth Investment Committee. In his free time, Drew enjoys boating, golfing, skiing and spending time with his family and friends.