First Vice President
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Drew Malay, CFP®, CMFC®, is a First Vice President at Cassaday & Company, Inc. and has been with the firm since 2012. Drew embraces a model of comprehensive integrated wealth management that provides a systematic approach to financial planning which addresses all of the relevant areas of personal finance including investment management, taxes, wealth accumulation, cash flow generation, insurance, and estate planning.
Drew is a 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.
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.
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 Arlington, Virginia.
*Awards and Recognition disclosures can be found at http://www.cassaday.com/disclosures
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ which it awards to individuals who successfully complete initial and ongoing certification requirements.