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Wrong Andrew Dropkin?

Andrew L. Dropkin

President

CD Wealth Management LLC

HQ Phone:  (512) 697-6000

Direct Phone: (972) ***-****direct phone

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CD Wealth Management LLC

16400 Dallas Parkway Suite 310

Dallas, Texas,75248

United States

Company Description

CD Wealth Management is dedicated to partnering with our clients in the pursuit of growing and preserving their wealth. CD Wealth Management is an independent Dallas-based financial advisory and wealth services firm offering personalized financial planning a... more.

Find other employees at this company (11)

Background Information

Employment History

Position, Restaurant Business

Brinker International Inc


Private Wealth Management

Waldman Bros L.L.P


Member, Private Client Services Group

Credit Suisse First Boston LLC


Private Client Services

CSFB


Position, Private Wealth Management Sector

DLJ Merchant Banking Partners


Private Wealth Management

IMA | Waldman


Affiliations

Dallas Jewish Community Foundation

Investment Committee Chair and Board Member


Jewish Community Center of Dallas

Chair of the Finance Committee


Education

BBA

University of Texas


MBA

Southern Methodist University


Web References(12 Total References)


Andy Dropkin - CD Wealth Management

cdwealth.com [cached]

Andy Dropkin
As principal at CD Wealth Management, Andy leads the company with the belief that trust, communication and superior customer service are the foundation of a successful wealth services firm. With a degree in finance and economics from the University of Texas at Austin, Andy began his career in the restaurant business at Brinker International, where he helped create and launch a new restaurant concept. He then joined an entrepreneurial start-up and, after earning his MBA from Southern Methodist University, worked in the private wealth management sector at Donaldson Lufkin Jenrette/Credit Suisse First Boston in New York and Dallas. He joined Waldman Bros in 2004. Andy's broad range of experience allows him the vision and perspective to see the big picture from many different financial angles. He specializes in financial planning and wealth management for high net worth individuals as well as focusing on fixed income and alternative investment opportunities. Andy loves interacting with his clients and helping them achieve their lifetime goals. His deep knowledge, integrity and hardworking nature allows these relationships to prosper. Andy is dedicated to supporting his community and serves as the investment committee chair and board member for the Dallas Jewish Community Foundation. He is also the chair of the finance committee for the Jewish Community Center of Dallas. Andy enjoys sports, golf, reading, and word puzzles. He loves to spend time with his wife and two sons.


Our Team - CD Wealth Management

cdwealth.com [cached]

Andy Dropkin
Principal


tjpnews.com

Scott Cohen and Andy Dropkin, principals and founders of CD Wealth Management, have come in for recent honors.
Andy has been named chair of the Dallas Jewish Community Foundation Investment Committee as well as being elected chair of the JCC Finance Committee. Dropkin's dedication to his community is evident in the time he spends helping others. "I enjoy giving back to the community," Dropkin said. "It's important to me to help out and continue on the Jewish legacy. I feel fortunate to be able to use my knowledge, time and experience with those institutions that make our community what they are." As a principal at CD Wealth Management, Dropkin believes that trust, communication and superior customer service are the foundation of a successful wealth services firm. He specializes in financial planning and wealth management with high-net-worth individuals as well as focusing on fixed income and alternative investment opportunities.


Board of Trustees | Dallas Jewish Community Foundation

www.djcf.org [cached]

Andrew Dropkin


WALDMAN | BROS - Executive Team

www.waldmanbros.com [cached]

Andy Dropkin*, Certified Financial Planner Practitioner™, CAP®, Partner, Executive Vice-President - Financial Services, Private Wealth Management and Investment Advisory Division
A Partner of Waldman Bros, and Executive Vice-President of Financial Services, Andy earned a BBA from the University of Texas. Learn More > Andy Dropkin, CFP, Vice President Financial Services


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