Drew Phillips is the Director of Operations at Tarbox, where he oversees the enhancement and implementation of the firm’s operational processes and procedures.
Prior to joining Tarbox, Drew was an Investment Analyst at MRA Associates, a multi-faceted role that encompassed managing and trading client portfolios, serving as the investment lead for institutions, and acting as a subject matter expert and system administrator for all investment software. Earlier in his career, Drew was Portfolio Manager at Keats, Connelly & Associates, where he co-chaired the Investment Policy Committee.
Drew holds the Chartered Financial Analyst (CFA) designation. He earned a Master of Business Administration from Grand Canyon University and a Bachelor of Science degree in International Business (Emphasis in Finance) from the W.P. Carey School of Business, Arizona State University. Drew is a member of CFA Society Phoenix and is a volunteer for the Feed My Starving Children organization.
80's movies I currently own
Years of owning Phoenix Suns season tickets (and counting)
The Alchemist. It's about following your dreams and putting in the work to achieve them.
Minimum amount of times I visit Las Vegas per year