![Drew O'Connor](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profil
Mr. Andrew K.
O'Connor, CFA, is a Portfolio Manager at CapWealth Advisors LLC.
He joined CapWealth in 2020 as a Portfolio Manager.
In this role, he is responsible for conducting research on equity and fund investments and applying portfolio analytics on existing positions within the firm’s equity strategies.
Mr. O'Connor performs initial and ongoing analysis of investment strategies and portfolio rebalancing.
He manages the firm’s investment reporting system and compliance within GIPS composites.
Prior to joining CapWealth, he held management positions in client reporting and performance reporting at UBS Financial Services in Nashville.
Originally from Massachusetts, his experience prior to moving to Nashville include his role as a due diligence analyst at Investors Capital Corporation, a former subsidiary of Cetera Financial Group, where he managed the firm’s investment offering platform and conducted due diligence on retail alternative investment products.
He began his career at Interactive Data Corporation (now ICE Data Services) concentrated in security pricing and reference data.
?He graduated cum laude with a dual degree in Finance (Bachelor of Science) and Economics (Bachelor of Arts) at the University of New Hampshire.
He has earned the Chartered Financial Analyst designation and the Certificate in Investment Performance Measurement and is an active member of the CFA Society in Nashville.
Postes actifs de Drew O'Connor
| Sociétés | Poste | Début |
|---|---|---|
CapWealth Advisors LLC
 CapWealth Advisors LLC Investment ManagersFinance CapWealth is an active manager that maintains a “go anywhere” value investment approach focused primarily on domestic equity securities. Their process allows for the firm to identify securities in any sector or market that they believe will generate significant risk-adjusted returns over a long period of time while protecting against permanent loss of invested capital. The firm develops straightforward investment strategies based on their clients’ risk tolerance and individual goals. The CapWealth Investment Committee oversees the asset-management research process. | Analyst-Equity | 01/02/2020 |
Formation de Drew O'Connor
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Fonctions occupées
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Sociétés cotées
Entreprise privées
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4
Relations au 1er degré
2
Entreprises liées au 1er degré
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| Entreprise privées | 2 |
|---|---|
University of New Hampshire
 University of New Hampshire Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
CapWealth Advisors LLC
CapWealth Advisors LLC Investment ManagersFinance CapWealth is an active manager that maintains a “go anywhere” value investment approach focused primarily on domestic equity securities. Their process allows for the firm to identify securities in any sector or market that they believe will generate significant risk-adjusted returns over a long period of time while protecting against permanent loss of invested capital. The firm develops straightforward investment strategies based on their clients’ risk tolerance and individual goals. The CapWealth Investment Committee oversees the asset-management research process. | Finance |
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