John Tassone, CAIA^®, JD

I have over 30 years of experience across the investment advisory, family office, legal/tax, and financial services industries. Prior to joining CW Advisors, I was a senior wealth advisor and member of the investment team at Forbes Family Trust, responsible for manager due diligence and monitoring across public and private investments, as well as asset allocation, portfolio construction, and risk management for client families. Earlier in my career, I held senior roles at wealth management firms including GenSpring Family Offices, and founded a multi-family office focused on ultra-high-net-worth client families. Prior to GenSpring, I was an investment banker at Deutsche Bank in New York, where I helped originate and execute merger advisory, debt, and private equity capital raises and public offerings worth in excess of $12 billion for family offices and institutions. I began my career at Deloitte & Touche LLP as a tax attorney.