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
Series 65 - Investment Adviser Representative
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 holds the Series 65 license and 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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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.
