O’Connor will focus on growing CapWealth’s research team and strengthening the firm’s robust investment capabilities

CapWealth, a leading $2 billion RIA, is pleased to announce the promotion of Drew O’Connor, CFA®, CFP®, CIPM®, to Director of Research.

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Drew O'Connor, CFA®, CFP®, CIPM®, Director of Research at CapWealth

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.

“I’ve had the great opportunity of helping build and evolve CapWealth’s investment process alongside a talented team of professionals dedicated to providing clients with personalized portfolio solutions,” said O’Connor. “I’m excited to continue that work in this new role and look forward to contributing to the firm’s next phase of growth.”

With over 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.

“Drew has been instrumental in strengthening our investment process and elevating the sophistication of our research platform. His promotion reflects the leadership, discipline, and thoughtful approach he brings to our team each day,” said Tim Pagliara, Founder and CIO of CapWealth. “As Director of Research, Drew will play a central role in shaping our investment thinking and supporting strong outcomes for our clients.”

O’Connor’s promotion reflects CapWealth’s commitment to providing clients with the sophisticated investment solutions needed to meet the demands of today’s market.

“Drew brings both the technical depth and the thoughtful client care that define our leadership team. He lives our values every day, and his transition into this role will create an immediate and meaningful impact on our clients and our culture,” said Phoebe Venable, CapWealth CEO.

O’Connor holds the Chartered Financial Analyst® and Certified Financial Planner® designations, as well as a Certificate in Investment Performance Measurement®.

About CapWealth

CapWealth is an independent, SEC-registered investment advisor and multifamily office in Franklin, Tenn., with $2 billion in assets under management. Committed to helping individuals and families build and preserve their wealth, CapWealth provides personalized, fiduciary advice and portfolio management rooted in transparency.

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