Jennifer DeSisto Appointed Chief Investment Officer at CW Advisors
CW Advisors, LLC (CWA), a prominent registered investment advisor (RIA) based in Boston, has announced a significant leadership appointment with the selection of Jennifer DeSisto as their new Chief Investment Officer (CIO). This move signals the firm's commitment to bolstering its investment strategy and operational excellence.
Welcome Aboard Jennifer DeSisto
With more than 25 years of rich investment experience, DeSisto brings a wealth of knowledge in managing discretionary, quantitative, and multi-asset investment portfolios. Her prior roles at various institutional investment firms and multi-family office/OCIO have equipped her with the skills necessary to lead CWA's investment team effectively.
Paul Lonergan, Chief Executive Officer at CW Advisors, expressed excitement about DeSisto's appointment, stating, "We believe Jen is the ideal candidate to lead our investment team. 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."
Leadership and Vision for the Future
In her new role as CIO, Jennifer DeSisto will be responsible for guiding the investment team and collaborating closely with wealth managers and their clients. Her vision includes expanding CWA's investment infrastructure to support ongoing growth, ensuring that the firm remains a leader in providing exceptional investment and wealth management services.
DeSisto stated, "I am excited to join CW Advisors. Our focus will be on continuing to provide our clients with exceptional investment and wealth management services, while also offering expanded opportunities to help them achieve their financial goals." This reflects her commitment to client-centered service and innovative financial solutions.
Recent Growth and Expansion
Over the past year, CW Advisors has been on a remarkable growth trajectory, having successfully completed four acquisitions which collectively added over $3 billion in assets under management. This growth aligns harmoniously with the firm’s recent partnership with Audax Private Equity, which began in June of the previous year. The partnership aims to leverage additional capital and resources to further enhance CW Advisors' market position.
The Role of Audax Private Equity
Audax Private Equity, also based in Boston, plays a crucial role in this expansion. They manage a diverse array of investment strategies and possess a robust portfolio of assets currently valued at approximately $19 billion. With over 270 employees and more than 100 investment professionals, Audax focuses on generating value through their disciplined Buy & Build approach across various core industry verticals. Their strategic investments support portfolio companies as they pursue organic and inorganic growth opportunities.
About CW Advisors
CW Advisors is regarded as a leading SEC-registered investment management firm that primarily caters to high-net-worth and ultra-high-net-worth individuals, families, foundations, and endowments. The firm prides itself on delivering innovative wealth solutions tailored to the unique financial needs of each client. Through superior service and objective advice, CW Advisors specializes in financial planning, investment consulting, and management services, ensuring that assets are both protected and poised for growth.
Additionally, CW Advisors offers specialized family office services designed to meet the distinctive requirements of ultra-high-net-worth and multigenerational families. The firm’s dedication to personalizing their services is evident as they strive to foster long-term relationships based on trust and exceptional service.
Frequently Asked Questions
Who is Jennifer DeSisto?
Jennifer DeSisto is the newly appointed Chief Investment Officer at CW Advisors, bringing over 25 years of investment experience.
What are her responsibilities at CW Advisors?
As CIO, she will lead the investment team, collaborate with wealth managers, and expand the firm's investment infrastructure for continued growth.
What recent developments has CW Advisors experienced?
CW Advisors has made four acquisitions over the past year, increasing assets under management by more than $3 billion.
What is the firm’s approach to client service?
CW Advisors focuses on providing personalized wealth management and investment services tailored to each client’s specific financial goals.
Who partners with CW Advisors?
Audax Private Equity is a key partner, offering capital and strategic resources to further boost CW Advisors' growth initiatives.
