Investment AnalystDownload 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.