BOSTON--(BUSINESS WIRE)--CW Advisors, LLC (“CWA”), a registered investment advisor (“RIA”) headquartered in Boston, announced today the firm has named Jennifer DeSisto 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.
About CW Advisors
CW Advisors is an SEC-registered investment management firm headquartered in Boston, developing innovative wealth solutions for high-net-worth and ultra-high-net-worth individuals, families, foundations, and endowments. CW Advisors, through superior service and sound, objective advice, offers financial planning and investment consulting and management services, tailored to each client’s unique needs to protect and grow assets. CW Advisors provides specialized family office services to meet the distinctive needs of ultra-high-net-worth and multigenerational families. Registration does not imply a certain level of skill or training.
About Audax Private Equity
Headquartered in Boston, with offices in San Francisco, New York, and London, Audax Private Equity manages three strategies: its Flagship and Origins private equity strategies, seeking control buyouts in the core middle and lower middle markets, respectively, and its Strategic Capital strategy that provides customized equity solutions to PE-backed portfolio companies to help drive continued growth. With approximately $19 billion of assets under management as of June 2024, over 270 employees, and 100-plus investment professionals, Audax has invested in more than 170 platforms and 1,300 add-on acquisitions since its founding in 1999. Through our disciplined Buy & Build approach, across six core industry verticals, Audax seeks to help portfolio companies execute organic and inorganic growth initiatives with the aim of fueling revenue expansion, optimizing operations, and significantly increasing equity value. For more information, visit www.audaxprivateequity.com or follow us on LinkedIn.
