CapWealth, a $2 billion RIA, has announced the promotion of Drew O’Connor to director of research.
In this role, O'Connor will play a key part in growing CapWealth's investment team and advancing the firm’s investment research, macroeconomic analysis, risk management and idea development. He will continue to serve clients while contributing to the firm’s broader investment direction.
With more than a decade of experience, O’Connor has a proven track record of success advancing the firm’s portfolio management initiatives. In his previous role as portfolio manager, he led strategy implementation, trade execution, portfolio analytics and market analysis. His work contributed to more efficient processes, improved transparency, and closer coordination across research, trading and portfolio management functions.
O’Connor holds the Chartered Financial Analyst and Certified Financial Planner designations, as well as a Certificate in Investment Performance Me
