Drew Nordlicht is a Managing Director and Partner at Crest Capital Advisors. At Hightower, Drew co-manages the San Diego practice focusing on providing solutions for advanced tax and financial planning. Drew’s experience working in the corporate and venture services arena gives him a unique ...more

Drew Nordlicht is a Managing Director and Partner at Crest Capital Advisors. At Hightower, Drew co-manages the San Diego practice focusing on providing solutions for advanced tax and financial planning. Drew’s experience working in the corporate and venture services arena gives him a unique perspective of the financial issues faced by the team’s core client demographic, corporate executives and entrepreneurs. He is a specialist in the area of concentrated and restricted stock, equity compensation, 10b5-1 plans, and pre-IPO liquidity planning. Mr. Nordlicht was named a Top 300 Financial Advisor by Financial Times in 2016 and 2017. Drew is a financial services veteran of 26 years, and co-founded Crest Capital Advisors in 2012. In addition to his Bachelor of Arts Degree from San Diego State University, Drew is an Accredited Investment Fiduciary (AIF®) and also holds the prestigious Certified Exit Planning Advisor (CEPA®) Designation. The CEPA® program is designed for advisors who work closely with owners of privately held companies, and is the most widely accepted and endorsed program in the field of business succession planning today. Due to his substantial accomplishments in the financial field, Drew has regularly been featured in TV and print media outlets including CNBC, The Wall Street Journal, TheStreet.com, Inc. Magazine, Reuters, and Bloomberg. In addition to these publications, Drew was also named a 5 Star Wealth Manager by San Diego Magazine in 2014, 2015, and 2016. Drew chose a career in finance because he is committed to working with clients as they realize their financial goals. He especially enjoys working at Hightower because he loves working where “a client’s best interest is at the foundation of the company.” At Hightower, Drew has “access to the most sophisticated technology and products without the conflicts that come from manufacturing those items in-house.”less