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Cesar Alfonso Ortega
Portfolio Manager-Equities at
CW Advisors LLC
Profile
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.
Cesar Alfonso Ortega active positions
| Companies | Position | Start |
|---|---|---|
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. | Portfolio Manager-Equities | 2025-04-30 |
Former positions of Cesar Alfonso Ortega
| Companies | Position | End |
|---|---|---|
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 | 2025-03-31 |
Training of Cesar Alfonso Ortega
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
2
1st degree connections
3
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 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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