David Pasi

I have had a diverse career, beginning in audit and accounting and that led to credit risk analytics and interest rate management and trading. I then developed a hedge fund business in international fixed income arbitrage and relative value trading. Next, I moved to international banking investment portfolio management, as well as market, interest rate and valuation risk management before finally landing as financial planner, investment advisor and asset allocator at Delta Financial Group. I joined CW Advisors in May, 2025.