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CapWealth, a leading $2 billion RIA, is pleased to announce the promotion of Drew O’Connor, CFA®, CFP®, CIPM®, to Director of Research.

In this role, O'Connor will play a key part in growing CapWealth's investment team and advancing the firm’s investment research, macroeconomic analysis, risk management, and idea development. He will continue to serve clients while contributing to the firm’s broader investment direction.

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