Andrew “Drew” J. Lister Portfolio Manager

Peoria, IL
309-685-0033

Experience

I started out in the industry as an Investment Analyst for a national insurance company in 2001, but I was more interested in working with individual clients instead of a giant corporation so I came to DVI in 2005 as a Portfolio Analyst. I have since moved up the ranks to Portfolio Manager where I get to help those individual clients achieve their financial goals.

Credentials

Chartered Financial Analyst (CFA)

Education

Bachleor of Business Administration in Finance from University of Hawaii & Master of Business Administration in Finance from University of Chicago.

What are the values that drive you in your professional and personal life?

Honesty, integrity, trustworthiness, respect, learning, improving and simplifying the complex are what drive me every day.

What is your favorite thing about DVI?

The best part about DVI is that I get to work with smart people who have a true dedication to our clients.

What do you enjoy doing in your free time?

I like trivia, games, cooking, travel, and spending time with my wife and family.

There’s a Team Behind Every DVI Team Member

DVI is not one person. Our clients come to understand that although they may interact with particular team members more than others, there is a multi-disciplinary team of professionals hard at work for them, collaborating each and every day on their behalf.

Meet the Team

Fiduciary from the Start

Our founder, David Vaughan, created DVI 45 years ago with an instinctive fiduciary mindset. He wanted to help his neighbors and community members grow and protect the financial success they had achieved in their lives. By building trust, he built a business that has grown in size and services. Today, we carry David's legacy forward with more comprehensive offerings to serve the ever-changing needs of our clients in Central IL and Central FL.

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