Drew Kliber - CRPS®
Managing Director | Partner, W Family Office Division
Drew Kliber - CRPS®
Managing Director | Partner, W Family Office Division
Drew Kliber, a seasoned financial professional with nearly 30 years of industry experience, leads Wilde Wealth Management Group's W Family Office Division. In this role, Drew delivers tailored wealth management services to high-net-worth clients with $5 million to $10 million in investable assets. Under his leadership, the division provides a comprehensive suite of investment and financial planning services tailored to meet the sophisticated needs of these clients.
Drew brings a wealth of expertise from his previous role at UBS, where he oversaw nearly $400 million in assets. Before joining UBS, Drew began his career at Smith Barney in 1997 and co-founded the Rocky Mountain Group in 2000. Drew earned a B.A. in Economics from Hamilton College in upstate New York and worked in a public corporation for six years.
At Wilde Wealth, Drew’s appointment enhances the firm's service offerings as Wilde Wealth expands its reach and capabilities. “Drew is uniquely qualified to lead our efforts to extend Wilde Wealth’s capabilities and services to more high-net-worth clients,” says Trevor Wilde, MBA, AIF®, founder and CEO of Wilde Wealth. “With an outstanding reputation and a proven track record of success serving clients with complex financial and investment needs, Drew is the right leader at the right time to step into this important role. We welcome him to Wilde Wealth and look forward to his many contributions.”
Drew and his wife, Heather, along with their three children, reside in Scottsdale, AZ. He expresses enthusiasm about his role, stating, “The business Trevor and the team have built at Wilde Wealth is the epitome of excellence in our industry, and I’m honored to join such a respected, talented, and capable team of professionals. High-net-worth clients have unique investment and wealth management needs, and I look forward to collaborating with the Wilde Wealth team to serve these clients and help them achieve their financial goals.”