Back to our team
Timothy R. Murphy, CFP®
Managing Director of Wealth Management
Caleb Alexander, CPA
Chief Financial Officer
Traci Olive, Executive Vice President and Director of Client Operations at CapWealth
Traci A. Olive
Executive Vice President and Director of Client Operations
Jennifer Pagliara, CFP®, CTFA, Executive Vice President and Financial Planner
Jennifer Pagliara, CFP®, CTFA
Executive Vice President and Financial Advisor
Hunter Yarbrough, CPA, CFP
Hunter Yarbrough, CPA, CFP®
Executive Vice President and Financial Advisor
Grant Stark, CFA®
Director of Research
Ryan J. Hitt
Executive Vice President and Chief Compliance Officer
Drew O'Connor, CFA®, CIPM
Portfolio Manager
Tim Pagliara
Founder, Chairman and Chief Investment Officer
Phoebe Venable, President and Chief Executive Officer at CapWealth
Phoebe Venable, CFA®
President and Chief Executive Officer

Drew O'Connor, CFA®, CIPM

Portfolio Manager

  1. 615-778-0740
  2. doconnor@capwealthgroup.com
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Drew O’Connor, CFA, CIPM, joined CapWealth in 2020 as a portfolio manager. In this role, he is responsible for conducting research on equity and fund investments and applying portfolio analytics on existing positions within the firm’s equity strategies. Drew performs initial and ongoing analysis of investment strategies and portfolio rebalancing. He manages the firm’s investment reporting system and compliance within our GIPS® composites. Prior to joining CapWealth, Drew held management positions in client reporting and performance reporting at UBS Financial Services in Nashville.

Originally from Massachusetts, Drew’s experience prior to moving to Nashville include his role as a due diligence analyst at Investors Capital Corporation, a former subsidiary of Cetera Financial Group, where he managed the firm’s investment offering platform and conducted due diligence on retail alternative investment products. Drew began his career at Interactive Data Corporation (now ICE Data Services) concentrated in security pricing and reference data.

Drew graduated cum laude with a dual degree in Finance (Bachelor of Science) and Economics (Bachelor of Arts) at the University of New Hampshire. He has earned the Chartered Financial Analyst designation and the Certificate in Investment Performance Measurement and is an active member of the CFA Society in Nashville.

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