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, CFA
Portfolio Analyst
Evan Butler
Investment 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
Christopher Heyman, CFA
Senior Vice President,
Investments
Investments
Sauro Locatelli, CFA, FRM®, SCR®
Director of Quantitative Research
Carl Noble, CFA
Senior Vice President,
Investments
Investments
Cesar Ortega
Senior Portfolio Analyst
Greg Wilent, CFA, CAIA®
Director of Investment Research
Joe Zimmermann
Senior Trader