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CWC Advisors jobs and careers

Lake Oswego, United States

About CWC Advisors

CWC Advisors has been the home for trustworthy wealth management in the Pacific Northwest for more than two decades. Founded in 2000, we have proudly serviced the PNW region with our professional and personal approach to finance for over 23 years. The CWC Advisors management team combines over 100 years of portfolio management and technology industry experience. Our mission is to exceed our client’s expectations by providing sound investment advice tailored to specific needs. We excel at offering a platform of diversified investment products ranging from Separately Managed Accounts, ETF Portfolios and Alternative Investments. At CWC Advisors, our portfolio management team creates and manages globally diversified portfolios for individuals as well as small cap portfolios for Institutions. Learn more about CWC at www.cwcadvisors.com

Founded
2000
Employees
1 to 10
Headquarters
Lake Oswego

Leadership

The top of CWC Advisors's org chart, with how many people report into each leader.

TCPhoto of Thane Cleland

Thane Cleland

Ceo, CIO

4 reports

DLPhoto of Diane Landgraf

Diane Landgraf

Equity Trader

EOPhoto of Erik Ogard

Erik Ogard

Investment Consultant

JHPhoto of Jeff Hussey

Jeff Hussey

Wealth Advisor

TCPhoto of Ty Cleland

Ty Cleland

Vice President, Client Relations