April 16, 2025 | 42 MIN 41 SEC

Constructing the Future of Wealth Management with CW Advisors

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About The Episode

In this episode of the Dakota Live! Podcast, host Robert Morier welcomes back Jennifer DeSisto, Chief Investment Officer of CW Advisors, for a wide-ranging conversation about her new role and the rapidly evolving RIA landscape.

Now overseeing a $14 billion platform, Jen shares how she's building out CW Advisors’ investment platform from the ground up, integrating private markets, tax-managed strategies, and institutional-level manager research across a growing network of acquired firms. With a sharp focus on scalable infrastructure, Jen walks us through what it takes to harmonize disparate teams, systems, and philosophies into one unified, forward-looking investment platform.

Whether you’re an allocator, asset manager, or just curious about how RIAs are evolving into institutional-caliber investors, this episode offers a behind-the-scenes look at strategy, integration, and leadership in action.

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Constructing the Future of Wealth Management with CW Advisors

About The Episode

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