Drew serves as our Wealth Analyst for Castleview providing support and research for our wealth advisors. He is also responsible for providing client portfolio management support and assisting in implementing the firm’s financial planning strategies.
He graduated with a BS in Petroleum Engineering from the University of Oklahoma in the spring of 2016. While a student at OU, Drew developed a passion and interest in finance and the markets, which attracted him to join Castleview. Drew spent multiple summers interning for oil and gas companies and gained critical thinking and analytic skills which have proven to be extremely valuable to our team. Drew is currently preparing for the first level exam for his CFA (Chartered Financial Analyst).
Drew is an avid sports fan ranging from college to professional sports. If he isn’t watching sports or at work he is most likely out on the golf course with friends!