Drew Talbot
Wealth Management & Financial Planning | CFP® Path | BYU Finance
- Role
- Private Portfolio Manager at Willis Johnson Wealth
- Location
- Provo, UT, US
- LinkedIn followers
- 500 followers
About Drew Talbot
I’m a Finance student at Brigham Young University pursuing the CFP® certification, driven…
Experience
Private Portfolio Manager
Jun 2023 — Present
Build and actively manage a concentrated equity portfolio with exposure to high-growth sectors.• Apply disciplined investment strategies that integrate company fundamentals with broader economic trends to identify long-term value.• Allocate capital with intention, balancing downside protection and growth opportunities to support sustainable wealth creation.
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