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Session B

Family Business

Presented By: BDO / UBS

Panelists and description to be announced soon.

 

Panelists:

Drew McLaughlin
Senior Vice President–Wealth Management
UBS

Drew focuses on family owned businesses in the Midwest. He adds financial planning and succession planning depth to the team.

Drew had a successful career as a public accountant at Deloitte and Ernst & Young. Drew is a CEPA® (Certified Exit Planning Advisor®) and a non-practicing CPA and with his broad background, he assists closely held businesses owners before, during, and after business transitions. This is often a multi-year process during which Drew and his clients build long lasting relationship.

Drew is married and has three kids. Drew and his wife Liz live in St. Louis and enjoy taking active roles in their community. They met at the University of Tulsa, where Liz played soccer and Drew was the captain of the football team and was recognized as a Verizon Academic All-American. Drew is passionate about building our nation’s next generation of leaders and does so by coaching youth football.

In 2011, Drew joined the finance committee of the Alzheimer’s Association of St. Louis and later joined the board. Alzheimer’s disease impacts both Drew and Liz’s extended families and they are hopeful to one day live in a world without Alzheimer’s.

Conference Location

36 Forest Club Drive
Clarkson Valley, MO 63005
Tel: (636) 227-5030