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Cipm® Cfa® Drew O'Connor Cfp®
Portfolio Manager at Capwealth Advisors, LLC
About
Drew O’Connor, CFA®, CFP®, CIPM®, is a Portfolio Manager at CapWealth Advisors, LLC in Nashville, Tennessee. In this role, he leads portfolio management initiatives including strategy implementation, trade execution, portfolio analytics, and detailed market analysis, helping clients grow and preserve wealth through strategic, long-term investment planning. Drew specializes in designing and managing diversified portfolios with a focus on equities, fixed income, and multi-asset strategies, applying CapWealth’s principle of Sophisticated Simplicity® to deliver clear, actionable investment ideas to individuals, families, and foundations.
Before joining CapWealth, Drew served as Associate Director, Client Reporting at UBS, bringing experience in investment research, manager due diligence, and financial technology. He also contributes thought leadership as a columnist for the Tennessean and actively participates in the Nashville Coaching Coalition, supporting the development of transformational coaching for youth.
Drew holds a dual Bachelor’s degree in Finance and Economics from the University of New Hampshire Peter T. Paul College of Business and Economics and maintains the Chartered Financial Analyst (CFA®), Certified Financial Planner (CFP®), and Certificate in Investment Performance Measurement (CIPM®) credentials. His areas of expertise span portfolio analytics, investment consulting, and disciplined wealth management, with notable achievements in portfolio strategy and performance measurement.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| CapWealth | Portfolio Manager | Feb 2020 to Present | Lead the Monthly Portfolio Review process for client relationships, applying trade execution, account rebalancing to Equity Models, and cash management to ensure client accounts are in line with Advis... |
| Tennessean | Columnist | Sep 2020 to Present | — |
| UBS | Associate Director, Client Reporting | Jan 2019 to Jan 2020 | Managed the operations of Client Statement and Confirm processing within UBS Wealth Management and UBS Private Bank, analyzing account books and records, holdings, and security transactions flowing fr... |
| UBS | Authorized Officer, Performance Reporting | Jul 2017 to Jan 2019 | Lead the performance and statement release functions within the Private Bank Reporting Team, who provides client account statements under the firm’s global and multi-currency portfolio management stra... |
| STEER Partners LLC | Research Analyst (Contract) | Mar 2017 to Apr 2017 | Contract role focused on industry research, within potential M&A transactions for Private Equity Firm clients. |
| Investors Capital | Investment Product Specialist | Aug 2015 to Jul 2016 | Lead consultant on all inbound investment idea and research inquiries across the ICC broker-dealer network of 450 Financial Advisors. Conducted research and monitoring due diligence on REITs, DPPs/BDC... |
| Investors Capital | Due Diligence Analyst | Jun 2014 to Jul 2015 | Dedicated research and due diligence analyst for accredited investor products such as REITs and Business Development Companies (BDCs), along with Mutual Funds focused on liquid alternative strategies.... |
| Interactive Data | Support Consultant, Pricing and Reference Data Team | May 2013 to May 2014 | Created service audit files for product file directory across dedicated client subscriptions, which added efficiency for all client pricing/data inquiries. Subject matter expert on the Interactive Dat... |
| Technology Business Research Inc | Research Analyst Intern | Sep 2012 to Mar 2013 | Conducted industry and company research within technology companies concentrated in professional services. Focused on core competencies including technology consulting, implementation, cloud, SaaS, wi... |
| Fidelity Investments | Intern - Performance Attribution | May 2012 to Sep 2012 | Summer continuing education internship, which rewarded 2 college credits within my finance and economics dual major. Worked under two separate teams within Performance Attribution: Holdings and Trade ... |
| UBS | Compliance Intern | May 2011 to Aug 2011 | Responsible for advisor approvals on international account regulations. Evaluated financial advisor accounts and quarterly reports using Consultworks. Audited business cards, and updated LinkedIn prof... |
| Cape Cod National Golf Club | Golf Course Management | May 2010 to Sep 2010 | — |
Education
University of New Hampshire Peter T. Paul College of Business and Economics
Bachelor of Business Administration (B.B.A.), BS, Finance & BA, Economics
2009 — 2013
Needham High School
High School, General Studies
2005 — 2009
Others at Capwealth Advisors, LLC (2)
| Name | Role | Location |
|---|---|---|
 | Portfolio Manager | Nashville, TN , United States |
 | Research Analyst | Franklin, TN , United States |
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