Cesar Ortega

Cesar Ortega

Senior Portfolio Analyst
Office: Fairfax, VA

Education & Certificates

BBA, Texas A&M International University

Professional Background

I began my career in operations and client service at an RIA in South Texas before transitioning to a portfolio management role for an RIA in the Bay Area, California. I then joined Wolf Group Capital Advisors in November 2020 as an associate portfolio manager and joined CW Advisors in May, 2025.

Personal Interests

During my spare time I enjoy watching the latest movie releases and playing recreational soccer in local leagues.