Drew Oconnor
- Role
- Portfolio Manager at Capwealth
- Location
- Nashville, TN, US
- LinkedIn followers
- 500 followers
About Drew Oconnor
Founded in June CapWealth is an independent SEC-registered firm specializing in…
Experience
Portfolio Manager
Feb 2020 — Present · Franklin, TN
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 Advisor financial plans Lead Trader for individual/bulk trades and model changes within the firm’s Equity Strategies, leveraging our order management system to apply trades through fixed connection with our custodian Key Contributor to our internal Equity Research process, for new investment opportunities within our strategies, and monitoring due diligence through quarterly earnings reviews and valuation model updates Responsible for Portfolio Analytics and Reporting for the firm’s Equity Strategies and Composite, applying valuation, risk, income, and performance metrics to drive and verify key investment decisions
Education
Needham High School
High School, General Studies
2005 — 2009
University of New Hampshire Peter T. Paul College of Business and Economics
Bachelor of Business Administration (B.B.A.), BS, Finance & BA, Economics, UNH Honors Scholar, Cum Laude
2009 — 2013
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