DREW O’CONNOR, CFA®, CIPM®

Drew O’Connor is a Portfolio Manager and Investment Advisor Representative at CapWealth, where he specializes in growing and preserving assets long-term for clients. As a member of the investment team, he leads portfolio management initiatives including strategy implementation, trade execution, portfolio analytics, and market analysis. His background since joining the industry in 2013 includes investment research and consulting, manager due diligence, client reporting, and financial technology. Drew and his colleagues follow the concept of Sophisticated Simplicity®, CapWealth’s commitment to understanding complex global markets and simplifying them to high-quality, actionable investment ideas.

Drew graduated from the University of New Hampshire’s Peter T. Paul College of Business and Economics with a dual degree in Business Administration Finance and Economics. Drew also holds the Chartered Financial Analyst (CFA) and Certificate in Investment Performance Measurement (CIPM) designations. He grew up in the Greater Boston Area and now resides in Nashville as a conflicted New England Patriots and Tennessee Titans fan. Drew is passionate about thought leadership, dedication, and camaraderie within a team environment. Outside the office, he is an active board member at Nashville Coaching Coalition, a nonprofit dedicated to developing coaches as transformational leaders to mentor and support students in preparation for life.