Ryan is responsible for the day-to-day management of the entire CWAS team, working with our Strategic Partners to deliver value across our investment and planning platform, and helping grow the platform though business development efforts. Ryan has held many positions at both CWA and our partner, Congress Asset Management. Ryan was originally an intern at the then newly formed CWA in 2010. Ryan graduated from the University of Vermont with a bachelor’s degree in Political Science.

Tom is a Senior Planning Associate for CWA and is a great resource for CWAS Strategic Partners. Tom joined CWA in 2021; he originally joined Pinnacle in 2008 as an Operations Specialist, and was later promoted to Planning Associate in 2016. Tom earned his Certified Financial Planner(CFP^®) certification in 2015 and is a National Social Security Advisor Certificate Holder. He is a graduate of the University of Baltimore with a bachelor’s degree in Business Administration.

Kristin joined CWA in May 2021. She was promoted to National Director of Client Relations in September 2021. Kristin is responsible for overseeing CWA’s Operations team, ensuring an exceptional client experience for both retail clients and our Strategic Partners and their clients. With a background in banking and many years in client service, Kristin joined Pinnacle in 2006. She obtained her Certified Financial Planner (CFP^®) certification in 2011. She is a graduate of Salisbury University with a bachelor’s degree in Psychology.

Karima has been with CWAS since 2021. Karima originally joined Pinnacle in 2013 as an Operations Associate and worked in support of our retail clients. Karima and her many years of experience in back-office operations became welcome additions to the CWAS group in 2014 where she continues to be an integral member of our Operations team. Karima earned her Financial Paraplanner Qualified Professional (FPQP™) designation in 2015. Karima has a bachelor’s degree in Operations Management from Baruch College and a M.B.A in Finance from Walden University.

Jen joins us with over 25 years of experience in the financial services sector with broad experience as Chief Investment Officer having previously worked for an asset manager/RIA.  She has also been head of manager research and investment at a multi-family office/OCIO and worked as a portfolio manager of multi-asset investment portfolios, structuring of leveraged buy-outs and distressed debt work-outs.  Jen is a graduate of Carnegie Mellon University and has an MBA from MIT Sloan School of Management.  She is a Certified Financial Analyst Charterholder (CFA^®) as well as  a Chartered Alternative Investment Analyst^SM (CAIA^®).

Sean is responsible for analyzing and reporting technical conditions to the Investment Team. Previously, Sean was Pinnacle’s Chief Investment Strategist and technical analyst having originally joined Pinnacle in October 2005 as a Portfolio Trader. Sean is a Chartered Market Technician^® charterholder (CMT^®) and Certified Financial Technician^® (CFTe^®). Sean graduated from the Neumann College with a bachelor’s degree in Marketing.

Sauro is primarily responsible for the management and development of our in-house quantitative research models at CWA. Sauro held the same position at Pinnacle and has been a member of the Investment Team for more than 10 years. Sauro is a Chartered Financial Analyst (CFA^®), a certified Financial Risk Manager (FRM^TM) and has earned his Sustainability and Climate Risk (SCR^TM) Certificate. Sauro earned his bachelor’s degree in Business Administration and his master’s degree in Finance from Bocconi University.

Carl is primarily responsible for helping to manage CWA’s ETF-based investment strategies. Prior to joining CWA in 2021, he spent 19 years in different roles on the Investment Team of Pinnacle, including time as Chief Investment Officer. Carl is a Chartered Financial Analyst (CFA^®) and graduated from the University of Maryland with a bachelor’s degree in Finance.

Joe joined CWA in May 2021 and oversees the rebalancing and daily trading of client portfolios, as well as manages the trade execution of ETF block orders for all portfolio models managed by CWA. Previously, he worked for Morgan Stanley before joining Pinnacle as its in-house trader in 2013. Joe has held Series 7 and 66 licenses. Joe is a graduate of the University of New Mexico with a bachelor’s degree in Business Administration.

Ross supports Joe Zimmermann in the daily trading of client portfolios and execution of ETF block orders. Prior to joining CWA in May 2021 Ross joined Pinnacle in 2017 as a junior trader. In addition, he previously worked for Galecki Financial Management as an asset manager. Ross is a graduate of the Indiana Institute of Technology with a bachelor’s degree in Business Administration.

Kelly has been with CWAS since May 2021. She originally joined then Pinnacle in September 2013 as Marketing Associate. She is responsible for the day-to-day marketing strategy and activities for the CWAS platform. She also manages communications to our Strategic Partners. Before joining Pinnacle, she worked in international travel having been Director of Marketing for the BritRail Pass product line and other related travel products. Kelly is a graduate of the College of the Holy Cross with a bachelor’s degree in History.