SL
Sauro Locatelli
Director Of Quantitative Research at Cw Advisors
View Sauro's Contact Info for Free. Sign Up and Get 50 Free Contacts Per Month.Get Started for Free
Work Experience
Director Of Quantitative Research
Apr 2021 - Present · 3 years and 8 months
Pinnacle Advisory Group
Jan 2012 - Apr 2021 · 9 years and 3 months
Director Of Quantitative Research
Jan 2017 - Apr 2021 · 4 years and 3 months
Quantitative Analyst
Jan 2012 - Jan 2017 · 5 years
Company Details
51-200 Employees
CW Advisors (formerly Congress Wealth Management LLC) is a SEC-registered investment management firm, developing innovative wealth solutions for high-net-worth individuals, families, foundations and endowments. Though each of our client’s needs are unique, there are common threads to what they seek from our firm; to protect and grow assets, superior service, and sound, objective advice. We go well beyond the services traditionally associated with wealth management by providing a fully integrated approach to financial planning, investment consulting and management, and specialty services tailored to your needs. We provide our clients with access to a unique blend of seasoned investment professionals employing a collaborative process designed to reach timely, well-reasoned investment decisions. In addition, we provide an unparalleled customer service model designed to ensure a deep understanding of your situation and goals, and awareness of the personal and family/business dynamics that influence financial planning choices. Our goal is to serve as center of service and stability to assist clients with stewarding their wealth, thereby ensuring the preservation and growth of their financial assets. Registration does not imply a certain level of skill or training.
Year Founded
2009
Social Media
Linkedin
Industry
Financial Services
HQ Location
155 Seaport Blvd Boston, Massachusetts 02210, US
Keywords
Wealth ManagementInstitutional Quality InvestmentsPortfolio Construction ServicesFamily Office
Discover More About Cleveland Clinic

Find verified contacts of Sauro Locatelli in seconds from 700M people profiles. Start now!

No Credit Card Needed. By signing up, you understand and agree to Futern's Terms and Policy.