Drew Oconnor

Background

About Drew Oconnor

Founded in June CapWealth is an independent SEC-registered firm specializing in preserving and growing assets over our clients' lifetimes. We rely on thought, not theory, in our investment strategies and are committed to accountability. We practice Sophisticated Simplicity®, the art of thoroughly understanding a complicated global market landscape and boiling it down to high-quality, straightforward investment ideas. We believe in giving our clients the most accurate, transparent, honest, and thorough financial information concerning their accounts through our data-driven Provable Integrity® tracking and reporting process. With over $1.2 billion in client assets under management, we are one of the nation's leading independent wealth managers. We've been recognized as Tennessee's #1 Financial Advisor by Barron's (2012, 2013, 2015, 2016, 2018, 2019, 2020) and Forbes (2018, 2020, 2021). As a privately owned, independently managed firm, CapWealth's team has a personal stake in the success of our clients. Drew is a Portfolio Manager and Investment Advisor Representative at CapWealth, with experience in client portfolio management, investment company research, due diligence, financial and performance reporting, investment consulting, and financial data/software.