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Boston RIA CW Advisors announced that industry veteran Jennifer DeSisto has joined the firm’s executive team as CIO.
In an October 22 press release, the firm said that in her new role DeSisto is expected to drive growth in investments and head up its investment team through close coordination with wealth managers and clients. A CFA Charterholder, DeSisto brings over 25 years of industry experience, most recently as CIO and portfolio manager with Anchor Capital Advisors, and has held positions primarily in portfolio management throughout her career.
As of September 30, CW oversees over $9.7B in AUM, and has been backed by middle-market investor Audax Private Equity since June 2023.
View the press release here.
Written By: Dakota
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