Canopy Wealth Management
Drew Kootman, CFA, CMT, is a seasoned investment professional with extensive experience in various roles within the finance industry. Currently serving as Co-Founder and Chief Investment Officer at Petrichor Asset Management since June 2024, Kootman has also been the Chief Investment and Research Officer at Canopy Wealth Management since February 2022, where comprehensive investment strategies are developed to align with client goals. Prior to these positions, Kootman held roles at Cerity Partners and Bainco International Investors as an Investment Analyst, covering multiple sectors such as Technology and Financials. At Cantor Fitzgerald, Kootman excelled as Vice President of Equity Research, leading analysis on disruptive software and fintech sectors. Kootman's educational background includes an MBA in Asset Management from Boston College and a Bachelor’s degree in Accounting from the University of San Diego.
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Canopy Wealth Management
Canopy Wealth Management is a fee-based firm that adheres to the highest fiduciary standards, providing our clients with advice that is truly unbiased. We are an independent wealth management firm providing customized portfolio management and wealth planning services for clients in all phases of life. Our advisors always put client needs first and have helped them achieve long-term financial success and security. Disclosure: Canopy Wealth Management is a registered investment adviser. This platform is solely for informational purposes and does not offer advisory services or sales of securities. Investing involves risk and possible loss of principal capital. Comments by viewers and/or recognitions are no guarantee of future investment outcomes and do not ensure that a viewer will experience a higher level of performance or results. Public comments posted on this site are not selected, amended, deleted, or sorted in any way. If applicable, certain editing of personal identifiable information and mis information may be deleted. Content may be dated. Links to third party sites, or information is from a reasonably reliable source.