Key facts
- Status: Acquired/Merged (Operating Subsidiary).
Leadership
- Conor ClarkManager of Investment Research
- Evan ButlerInvestment Analyst
- Jennifer DeSistoChief Investment Officer
- Nedim CelikChief Technology Officer
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- ·The full record, as it builds
Funding rounds
No funding rounds for CW Advisors are on record yet — either the company hasn't raised institutional capital, or the raise hasn't surfaced in our sources.
About CW Advisors
Provider of wealth management services intended to serve high-net-worth and ultra-high-net-worth individuals, families, foundations, and endowments The company offers comprehensive financial planning, investment consulting, and family office services tailored to the needs of clients, enabling long-term asset protection and growth through personalized strategies and objective guidance.
- Sector
- Financial Services
- HQ
- Boston, MA, United States
- Employees
- 160
- Website
- cwadvisorsgroup.com/
- Ownership
- Acquired/Merged (Operating Subsidiary)
CW Advisors doesn't have a composite mark yet — a PA Mark is published once enough pricing inputs exist (trade prints, fund marks, round prices). The rest of the record below builds toward it.
Recorded secondary trades
No secondary trades in CW Advisors shares have been recorded yet. When a print lands — third-party, direct report, or platform — it appears here with structure, source, and price.
Institutional fund marks
No SEC-registered fund has reported a fair-value mark on CW Advisors in its N-PORT filings yet. We sweep new filings monthly.