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Cesar Alfonso Ortega
Gestor de Cartera-Acciones en
CW Advisors LLC
.
Perfil
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.
Cargos activos de Cesar Alfonso Ortega
| Empresas | Cargo | Inicio |
|---|---|---|
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. | Gestor de Cartera-Acciones | 01/05/2025 |
Antiguos cargos conocidos de Cesar Alfonso Ortega.
| Empresas | Cargo | 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 |
Formación de Cesar Alfonso Ortega.
Experiencias
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Relaciones
16
Relaciones de 1er grado
3
Empresas vinculadas al 1er grado
Hombre
Mujer
Administradores
Ejecutivos
Empresas relacionadas
| Empresas privadas | 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 |
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