• Skip to main content
CLIENT LOGIN
  • Our Services
    • For Families & Individuals
      • Wealth Management
      • Investment Advice
      • Tax Services
    • For Organizations
      • Retirement Plans
      • Nonprofit Organizations
      • Corporations
  • Our Team
  • Our Story
    • CEFEX Certification
    • CFA Institute Standards
    • Philanthropy & Citizenship
    • Information Security
    • Awards & Rankings
    • Awards and Ranking Disclosures
MRA Logo
  • Our News & Views
    • News
    • Blog
  • Our Careers
    • Students
    • Professionals
  • Contact
  • Our Services
    • Families & Individuals
      • Wealth Management
      • Investment Advice
      • Tax Services
    • For Organizations
      • Retirement Plans
      • Nonprofit Organizations
      • Corporations
  • Our Team
  • Our Story
    • CEFEX Certification
    • CFA Institute Standards
    • Philanthropy & Citizenship
    • Information Security
    • Awards & Rankings
    • Awards and Ranking Disclosures
  • Our News & Views
    • News
    • Blog
  • Careers
    • Students
    • Professionals
  • Contact
  • Client Login

Jun 06 2019

Drew Phillips

Drew Phillips

OLYMPUS DIGITAL CAMERA

Drew Phillips
Investment Analyst

Download vCard

Drew Phillips serves as an Investment Analyst for MRA Associates. His primary focus is trading and investment research for client portfolios. Drew is also a member of MRA Associates’ Investment Policy Committee.

Prior to joining the firm, Drew served as a Portfolio Manager with KeatsConnelly and Associates for six years. In that role, he focused on investment strategy, trading, performance reporting, and building client relationships. He invested in US and Canadian stock markets while helping establish cross-border financial plans, tax strategies, and investment planning for clients. Additionally, he served as the investment department’s operations administrator which entailed managing all investment software, reporting, and audits.

Drew is a CFA® Charterholder and holds a Master of Business Administration with an emphasis in Finance from Grand Canyon University. He also earned a Bachelor of Science degree in Finance from Arizona State University.

Drew resides in Phoenix with his wife and three Boston Terriers. He enjoys playing basketball, poker, and hiking.

CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.

Written by

Contact Us

Arizona
3200 East Camelback Road, Suite 300
Phoenix, AZ 85018
(602) 737-2750

Minnesota
1907 Wayzata Boulevard, Suite 200
Wayzata, MN 55391
(888) 655-4210

Nevada
9139 West Russell Road
Las Vegas, NV 89148
(702) 479-2799

Client Login | Terms of Use | Disclosures | Privacy Notice

© 2019 MRA ASSOCIATES

Please enter a valid email address.
Subscribe To Our Newsletter
Something went wrong. Please check your entries and try again.