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Drew Clanton

Operations Associate
Education and Credentials
California Polytechnic State University, San Luis Obispo
B.S. in Business Administration, concentration: Quantitative Analysis; Minors in Statistics and English

Drew, an Orange County native, graduated magna cum laude from Cal Poly San Luis Obispo with a B.S. in Business Administration, concentrating in Quantitative Analysis and minoring in Statistics and English. He has prior experience in equity research, ESG focused financial writing, and policy research at economic think tanks.

Starting at SteelPeak Wealth as an Intern, Drew returned full time as an Operations Associate where he applies his expertise in analytics, data-driven investing, and AI integration.

In his free time, Drew is a surfer, a traveler (preferably to somewhere he can surf), a reader, and an avid Los Angeles Dodger fan.

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Career Highlights
Why did you get into wealth management?
What do you enjoy most about the work you do for SteelPeak clients?
What do you love to do outside of work?
What is your favorite book or quote?
Schedule a Meeting with
Drew
In this 30-minute session you will gain an understanding of ways to maximize your investment portfolio to meet your goals.

Other Team Members

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Cecilia Umbel
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Joseph Auday, CFP®, CRPC®
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Kingsley Choi
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Airene Williamson
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Alexandra Miller
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Wyatt Gibson
Junior Tax Associate
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Associate Wealth Advisor
Ryan Santiago
Operations Manager
Daniel Atchinson
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Joe Mezzetta, CPA
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Jennifer Prendergast
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Lesny Espinoza
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Steven Dymant
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Luke Everhart
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Nicolo Gori
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Luke Anderson, SE-AWMA®
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Portfolio Manager
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Steven K. Ridgeway, CPA
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Aimie Lalas
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Rina Pineda, CPA, MST
Director of Tax Consulting
Maz Esmailbeigi AIF®, CFS®, CAS®
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