Drew Malay, CFP®, CMFC®, is a Partner at Cassaday & Company, Inc. and has been with the firm since 2012. Drew works with families, individuals, and business owners to guide them through important life and financial decisions. He provides an empathic approach to planning by listening carefully to investors, engaging them in meaningful conversation, and educating them about their financial situations.
Drew practices a model of comprehensive integrated wealth management that provides a systematic approach to financial planning. He addresses all of the relevant areas of personal finance including investment management, income and estate tax planning, insurance, wealth accumulation and preservation, charitable giving, and cash flow generation. He works collaboratively with his clients’ CPAs, estate planning attorneys, mortgage brokers, and other professionals to create a comprehensive financial plan.
Drew is a senior member of Cassaday & Company, Inc.’s Investment Policy Committee (IPC), which develops the firm’s overall investment selections and policies. Within the IPC, Drew is responsible for the management and oversight of the firm’s U.S. small cap growth investment holdings.
Drew is a CERTIFIED FINANCIAL PLANNER™ (CFP®)*, a professional designation he attained through Georgetown University’s Executive Certificate in Financial Planning program, as well as a Chartered Mutual Fund Counselor (CMFC®), accomplished through the College for Financial Planning.
Outside of Cassaday & Company, Inc., Drew serves on the Junior Board of Directors for the D.C. Bowl Committee, Inc. (DCBC), a nonprofit that operates an annual college football bowl game in the National Capital Region to benefit the USO. In addition, the DCBC operates the D.C. Touchdown Club and Patriot Point, a 290-acre waterfront retreat for recovering service members, their families, and caregivers on Maryland’s Eastern Shore.
In 2019, Drew was recognized by Forbes as a Best-In-State Next-Gen Wealth Advisor. Drew was also named as a 2018 40 Under 40 Honoree by the Leadership Center for Excellence*, which recognizes exceptional business and community leaders in the DC metropolitan area.
Drew is a native of the Washington, D.C. area and a graduate of the Georgetown Preparatory School in North Bethesda, Maryland. He holds a Bachelor of Science degree in finance from Elon University’s Love School of Business. Drew currently lives in the Wesley Heights neighborhood of DC with his wife, Greta, and their dog, Henley.
Drew is an Investment Advisor Representative with Cassaday & Company, Inc. and a Registered Representative with Royal Alliance Associates, Inc., one of the largest independent broker-dealer firms in the country. He holds the Series 7 and Series 66 securities registrations, as well as life and health insurance licenses.
*Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.