Drew Matzen, CFA
Drew is a Senior Investment Analyst with Auxano Advisors and member of the firm’s Investment Policy Committee. He conducts extensive manager and asset class research including onsite due diligence, conference calls and capital market analysis. His research findings are presented to and debated among members of the firm’s Investment Policy Committee. Drew is also responsible for overseeing the firm’s state-of-the-art trading and portfolio management platform used to implement investment decisions across the firm’s client base.
Drew joined Auxano Advisors in 2011 after three years at Laird Norton Tyee, a wealth management firm in Seattle responsible for $4 billion in client assets at that time.
Drew earned a BA in Business Administration with an emphasis in Finance from Seattle Pacific University where he was also co-captain of the men’s basketball team and received Great Northwest Athletic Conference All-Academic Team honors for three years. Drew has successfully completed the rigorous Chartered Financial Analyst (CFA®) Program in global investment analysis, portfolio management, ethics and wealth planning; and has earned the right to use the CFA designation. Drew is also a member of the CFA Society of Seattle and the CFA Institute.
+ Peter Cline, CFP® | CEO | Partner
+ Alex Lee, CFP®, ChFC, CLU | Client Advisor | Partner
+ Dwight S. Whiting | Client Advisor | Partner
+ Kimberlee Rankin, CFP® | Client Advisor
+ Davis Walker | Associate Client Advisor
+ Jon Pinkston, CFA | Blue Kayak Partners - Consultant
+ Drew Matzen, CFA | Senior Investment Analyst
+ Brian Hill | Director of Operations
+ Shari Bonnell | Director of Client Services
+ Rose Kline | Associate
+ Gretchen Curtis | Associate
+ Jessica Hanon | Associate
+ Dan Anderson | Associate