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Drew L. Kootman, CFA® CMT®

Drew L. Kootman, CFA® CMT®

Chief Investment & Research Officer, Arizona

Drew is the Chief Investment & Research Officer for Canopy’s Arizona-based team. He leads equity research, due diligence, risk assessment, asset allocation, portfolio construction and monitoring, securities selection, valuation and financial modeling, and trading with the Arizona staff.

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

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 you’ll find Drew spending time with friends and family, discovering new local restaurants, and playing golf and hockey.