Drew Cortez

My name is Drew and I serve as Director of Portfolio & Investment Research at Johlfs Wealth Management, rejoining the JWM team in March 2025.  My primary responsibilities involve directing the firm’s portfolio management initiatives and performing comprehensive qualitative/quantitative investment analysis, as well as the construction, implementation, and monitoring of both multi-factor model platforms and custom client portfolios.  Daily responsibilities principally entail executing client trading requests (with a focus on cost efficiency and active risk mitigation), providing thorough portfolio optimization analysis for upcoming client meetings, and tracking all relevant market and economic events pertinent to client assets.  Additionally, I act as a liaison to fellow JWM team members and serve as a resource for clients with portfolio-centric inquiries.

Prior to rejoining Johlfs Wealth Management, I have served in numerous capacities within the Investment Management industry, notably as an Equity Analyst at a long/short hedge fund based in Denver and as a Senior Associate on the Cash Management desk at State Street Global Advisors in Boston.  I hold a B.S. in Finance from the Leeds School of Business at the University of Colorado Boulder and have earned the designations of Chartered Financial Analyst (CFA) and Chartered Alternative Investment Analyst (CAIA).

Fun Fact: My entirely sensible and practical aspirations of becoming a torero met an abrupt demise on a balmy Spanish evening in May 2001 after finding myself on the business end of a fully grown, hard-charging bull.  File under “Nothing ventured, nothing gained.”