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Drew Kootman, CFA, CMT

Senior Principal

Scottsdale

Client Advisory

Biography

Drew Kootman is a Senior Principal in the Scottsdale, AZ office. He leads portfolio research, due diligence, risk assessment, asset allocation, and portfolio construction and monitoring for clients.

Drew has over a decade of experience in investing, including time at Petrichor Asset Management, Canopy Wealth Management, Bainco International Investors, Cantor Fitzgerald, and Northwestern Mutual.

Outside the office you’ll find Drew spending time with friends and family and discovering new local restaurants. Drew is a member of the CFA Institute and the Market Technicians Association.

Learn more about my practice.

Education

  • Masters of Business Administration from the Carroll Graduate School of Management at Boston College
  • B.S. in Accounting at University of San Diego

Highlights

  • Chartered Financial Analyst (CFA)
  • Chartered Market Technician (CMT)

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