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Andrej Drazetic

Andrej Drazetic

Investments and Trading Manager at Gries Financial LLC

Cleveland, OH , United States

About

Andrej Drazetic serves as the Investments and Trading Manager at GFP Private Wealth in Cleveland, Ohio, where he collaborates with firm leadership and client advisors to manage portfolio strategy, trading operations, and investment selection. His role centers on overseeing investment accounts for individual and institutional clients with a focus on asset allocation, risk management, and ensuring execution across public and private markets.

Drazetic specializes in multi-asset portfolio construction and trading, engaging with sectors such as equities, fixed income, alternative investments, and private assets, as well as designing strategies for wealth preservation and long-term growth. His expertise extends to developing investment solutions tailored for high-net-worth families and institutional investors, leveraging market research and collaborative planning to align client objectives with actionable investment opportunities.

Before joining GFP Private Wealth, Drazetic held roles as Portfolio Strategist, Research and Trading at Fourth Dimension Wealth and Portfolio Support Assistant at Stratos Wealth Partners, where he honed his skills in portfolio analysis and market research. He holds a BBA in Finance from Cleveland State University and is recognized for his commitment to disciplined investment processes and his contributions to effective wealth management.

Career History

OrganizationRoleDate RangeDetails
GFP Private WealthInvestments and Trading ManagerUnknown to Present
Fourth Dimension WealthPortfolio Strategist, Research and TradingMar 2020 to Jan 2025
Able to consistently demonstrate ability to conduct comprehensive research and analysis, identifying investment opportunities and mitigating risks. Have an in-depth understanding of financial markets ...
Stratos Wealth PartnersPortfolio Support AssistantMay 2018 to Mar 2020
Responsible for assisting with the day-to-day administrative tasks related to managing investment portfolios and often serve as a point of contact between clients and the portfolio management team. Co...
Cleveland CavaliersTeam Member - Merchandise and RetailAug 2014 to Mar 2017
Played a vital role in the behind-the-scenes operations of a retail business such as receiving, organizing, and managing inventory. Contribute to the frontline of customer service in a retail business...
Simon Property GroupMarketing InternMay 2014 to Jun 2014
Assist with market research, data analysis, and the development of marketing materials and contribute to social media campaigns, content creation, and email marketing. Additionally, take the opportuni...
Gries Financial PartnersInvestments and Trading ManagerNov 2024 to Present

Education

Cleveland State University

BBA in Finance, Finance

2014 2018

Skills & Expertise

Sales
Presentation Skills
Management
Teamwork
Organization Skills
Customer Experience
Operational Efficiency
Market Research
Portfolio Optimization
Risk Management
Client Services
Business Operations
Trading Systems
Machine Learning
Business Process Improvement
Valuation
Performance Reporting
Risk Assessment
Financial Modeling
Research Skills
Market Knowledge
Portfolio Management
Marketing Strategy
Business Strategy
Microsoft Office
Problem Solving
Communication
Decision Making
Leadership

Others at Gries Financial LLC (2)

NameRoleLocation
Jeffrey Palmer
Jeffrey Palmer
Managing PartnerCleveland, OH , United States
K
Ken Brodkowitz
cioWashington, DC , United States

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