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MAUMEE, OH 43537

Drew Steinman

portfolio analyst

PROFESSIONAL // Drew began his career in public accounting and worked as an analyst in the health care industry before joining Camelot in 2015. After graduating from the Fisher College of Business at The Ohio State University with a BSBA in Finance and Accounting, he earned the Certified Public Accountant (CPA) certification. Drew manages the Sector ETF and International ETF portfolios. His tax and investment background give him great insight into company financials and valuation as well as tax efficient investing for high net worth clients. Drew has completed levels 1 and 2 of the Chartered Financial Analyst (CFA) designation and is currently studying for the final test.

PASSION // Drew has a passion for educating friends about personal finance and early retirement. He also has a passion for learning about business operations, from large publicly traded companies to small local business.

PERSONAL // Drew was a leader in CRU at Ohio State and now he and his wife Chelsea are members at Findlay Evangelical Free Church. Drew loves to experience new places through discounted or free travel. He enjoys playing sports, especially basketball and golf. Drew also enjoys spending time with friends, family, and Goldendoodle, Harper.