Drew Kootman

Based in Phoenix, AZ, Drew serves as the Chief Investment Strategist for Welborn Financial. Drew leads portfolio research, due diligence, risk assessment, asset allocation, portfolio construction, and monitoring.

A highly regarded investment analyst with over a decade of experience, Drew has worked with Canopy Wealth Management, Cerity Partners, Bainco International Investors, Cantor Fitzgerald, and Northwestern Mutual. His market insights and commentary have been featured by numerous financial media outlets, including Barron’s, MarketWatch, Benzinga, and The Street.

Drew grew up in Paradise Valley, AZ, playing competitive high school golf before attending the University of San Diego and earning a Bachelor of Science degree in Accounting. He continued his education by obtaining the Chartered Financial Analyst (CFA®) and Chartered Market Technician (CMT®) designations before earning a Master of Business Administration from the Carroll Graduate School of Management at Boston College. Drew is a member of the CFA Institute and the Market Technicians Association.

Outside the office, Drew spends time with friends and family, discovers new local restaurants, and plays golf and hockey.