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Drew O'Connor, CFA, CIPM, currently serves as a Portfolio Manager at CapWealth, where responsibilities include leading the Monthly Portfolio Review process, trade execution, account rebalancing, and cash management for client accounts. O'Connor also acts as the Lead Trader for individual and bulk trades within the firm’s Equity Strategies and contributes to the internal Equity Research process and Portfolio Analytics. In addition, O'Connor has worked as a Columnist for the Tennessean since September 2020 and previously held positions at UBS, managing client reporting, performance reporting, and compliance. Earlier career experiences include roles at Investors Capital, STEER Partners LLC, Interactive Data, and Fidelity Investments, complemented by a Bachelor of Business Administration in Finance and Economics from the University of New Hampshire.