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Cesar Alfonso Ortega
Gestionnaire de Portefeuille-Actions chez
CW Advisors LLC
Profil
Mr. Cesar A. Ortega was previously employed as a Portfolio Manager by RDL Financial, Inc.
He began his career in operations and client service at an RIA in South Texas before transitioning to a portfolio management role for an RIA in the Bay Area, California.
He then joined Wolf Group Capital Advisors in November 2020 as an associate portfolio manager and joined CW Advisors in May, 2025.
He received his undergraduate degree from Texas A&M University.
Postes actifs de Cesar Alfonso Ortega
| Sociétés | Poste | Début |
|---|---|---|
CW Advisors LLC
 CW Advisors LLC Investment ManagersFinance CWA aims to preserve and grow wealth that fuels passion and creates legacies with plans custom-tailored to each of their clients. The firm builds optimized, efficient portfolios that seek to maximize the amount of potential return for a given level of risk. | Gestionnaire de Portefeuille-Actions | 01/05/2025 |
Anciens postes connus de Cesar Alfonso Ortega
| Sociétés | Poste | Fin |
|---|---|---|
RDL Financial, Inc.
 RDL Financial, Inc. Investment ManagersFinance WGCA follows a disciplined approach to risk management built on maintaining well-diversified portfolios, minimizing volatility, and preserving capital. The firm uses a combination of fundamental and quantitative research in formulating investment advice, both in determining an asset allocation as well as individual security selection. Individual security selection is primarily driven by combining internal and external research, and investments are approved by the members of the Investment Committee. | Analyst-Equity | 01/04/2025 |
Formation de Cesar Alfonso Ortega
Expériences
Fonctions occupées
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Inactives
Sociétés cotées
Entreprise privées
Relations
2
Relations au 1er degré
3
Entreprises liées au 1er degré
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Sociétés liées
| Entreprise privées | 3 |
|---|---|
CW Advisors LLC
CW Advisors LLC Investment ManagersFinance CWA aims to preserve and grow wealth that fuels passion and creates legacies with plans custom-tailored to each of their clients. The firm builds optimized, efficient portfolios that seek to maximize the amount of potential return for a given level of risk. | Finance |
Texas A&M University
 Texas A&M University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
RDL Financial, Inc.
RDL Financial, Inc. Investment ManagersFinance WGCA follows a disciplined approach to risk management built on maintaining well-diversified portfolios, minimizing volatility, and preserving capital. The firm uses a combination of fundamental and quantitative research in formulating investment advice, both in determining an asset allocation as well as individual security selection. Individual security selection is primarily driven by combining internal and external research, and investments are approved by the members of the Investment Committee. | Finance |
