Drew Morwood, CAIA

Portfolio Associate

Drew joined LourdMurray in 2021 and serves as a Portfolio Associate in the San Diego office. He plays a key role in client service, portfolio construction, and the implementation of alternative investments. He finds his work deeply rewarding because of the meaningful impact it has on clients’ lives.

Drew earned a Bachelor of Business Administration in Finance from Baylor University and holds the Chartered Alternative Investment Analyst (CAIA) designation. Outside the office, he enjoys traveling, watching baseball, and making the most of everything San Diego has to offer.

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