CW Advisors, LLC (“CWA”), a registered investment advisor (“RIA”) headquartered in Boston, announced today the firm has named Jennifer DeSisto CFA, CAIA® as Chief Investment Officer (CIO).
“We believe Jen is the ideal candidate to lead our investment team, with over 25 years of investment experience,” said Paul Lonergan, Chief Executive Officer. “We’re thrilled to work with her and think she will be instrumental in structuring our investment platform as we continue to execute our growth plan and enhance our investment operations.”
DeSisto joins CWA with broad experience as Chief Investment Officer and portfolio manager of discretionary, quantitative and multi-asset investment portfolios having previously held positions at institutional investment firms and a multi-family office/OCIO. As CIO, DeSisto will lead CWA’s investment team, work closely with wealth managers and their clients, and expand the investment infrastructure to support CWA’s continued growth.
“I am excited to join CW Advisors. Our focus will be on continuing to try to provide our clients with exceptional investment and wealth management services, while also offering expanded opportunities to help them achieve their financial goals,” added DeSisto.
CWA has completed four acquisitions in the past 12 months, adding more than $3 billion of assets under management since entering a partnership with Audax Private Equity in June 2023.