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About
Drew O'Connor, CFA®, CFP®, CIPM®, is a Portfolio Manager at CapWealth Advisors, LLC, based in Nashville, TN. In his role, he leads portfolio management initiatives including strategy implementation, trade execution, portfolio analytics, and market analysis, serving high-net-worth individuals, families, and foundations with a focus on growing and preserving wealth through strategic, long-term investment planning. Drew's expertise covers multi-asset portfolio construction—primarily U.S. equities, fixed income, and global markets—with an emphasis on sophisticated yet actionable strategies to simplify investment decisions for clients seeking personalized financial solutions.
Before joining CapWealth in 2020, Drew held roles in client reporting and performance analytics at UBS, progressing from Authorized Officer in Performance Reporting to Associate Director, Client Reporting, where he developed skills in investment research, consulting, and financial technology. His experience spans manager due diligence, client engagement, and the development of robust financial reporting frameworks, contributing to a high standard of accountability in investment services.
Drew holds dual degrees in Finance and Economics from the University of New Hampshire’s Peter T. Paul College of Business and Economics. He is a Chartered Financial Analyst® (CFA), CERTIFIED FINANCIAL PLANNER® (CFP®), and holds the Certificate in Investment Performance Measurement® (CIPM®) designation, underscoring his commitment to professional excellence and thought leadership in the investment management industry.
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... |
| 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... |
| 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... |
| Tennessean | Columnist | Sep 2020 to Present | — |
| 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 ... |
| 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
Skills & Expertise
Others at Capwealth Advisors, LLC (2)
| Name | Role | Location |
|---|---|---|
 | Research Analyst | Franklin, TN , United States |
 | Portfolio Manager | Nashville, TN , United States |
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