Meet Our Expert Team
The CW Advisors team embodies a wealth of experience and specialized knowledge across financial practices. Our experts collaborate to offer you consistent, informed guidance designed to enhance and protect your wealth. Get to know our dedicated team.

Jennifer DeSisto, CFA, CAIA®
Chief Investment Officer

Scott Bracey
Portfolio Analyst

Ross Causley
Trader

Conor Clark, CFA
Manager of Investment Research

John Paul Curtin
Portfolio Analyst

Sean Dillon, CMT, CFTe
Senior Vice President,
Investment Strategy
Investment Strategy

Sauro Locatelli, CFA, FRM®, SCR®
Director of Quantitative Research

Carl Noble, CFA
Senior Vice President,
Investments
Investments

Joe Zimmermann
Senior Trader