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Connect With an Investment Management Advisor
Drew Cleland, CMT
Vice President/Investment Officer
Portfolio Manager III
Credentials
- Chartered Market Technician (CMT)
Work-related Experience
- 17 years of investment management experience
Specialty
- Institutional and Individual Equity Management
- Personal and Institutional Investment Management (including High Net Worth Individuals, Personal Trusts, Foundations and Endowments)
- Individual Equity and Fixed Income Portfolio Management
- Technical and Quantitative Research
Professional and Community Affiliations
- Chartered Market Technician Association
Market Areas Served:
Alabama | Mississippi | Tennessee | Texas
Office Phone: 601.208.8625
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