Built to Grow
Get Insights to Scale Your Firm
Growth looks different when you have the right structure behind you.
Leverage institutional portfolio expertise to enhance your firm.
Attract sophisticated investors with higher AUM.
Elevate your firm’s valuation.
Acquire capital for mergers and acquisitions.
Assist with succession planning.
Empowering Financial Advisors to Scale While Maintaining Independence
Discover the 'Built to Grow' Difference
CWC Institutional Investment Team
Expert Insights and Investment Expertise with a History of Delivering Exceptional Investment Results
Thane Cleland
CEO & CIO
CEO/CIO of CWC Advisors with 35+ years in portfolio strategy. Leads institutional investing for pensions and advisors with strong values and results.
Erik Ogard
Alternative Investments Expert
Portfolio Manager at CWC Advisors & 30+ year investment veteran. Managed $7B+ in traditional and alternative assets. Expert in portfolio design for advisors and families of wealth.
Jeff Hussey
Former Global CIO
Portfolio Manager at CWC Advisors; Former CIO at Russell Investments, managing $300B AUM and 300+ staff. Brings institutional expertise to help advisors scale with excellence.
Equity Partners Team
Uniting Resources, Expertise, and Community for Greater Impact
Ron Robertson
CEO
CEO and wealth leadership veteran who partnered with Eric Russell to build an RIA ahead of the Frank Russell Company’s $1.2B sale and secured nearly $1B in UHNW assets by 2005.
Joe Florentine
Client Acquisition Business Development DirectorEquity Partners
Joe Florentine is the Director of Advisor Growth and Development at Equity Partners, bringing over 30 years of experience helping advisors build, scale, and grow their firms.
Dr. Ken Knight
Business Professor
Dr. Knight is a former business professor and seasoned entrepreneur/advisor who helps organizations grow through clarity, strategy, and real-world experience.
Ron Robertson
CEO
CEO and wealth leadership veteran who partnered with Eric Russell to build an RIA ahead of the Frank Russell Company’s $1.2B sale and secured nearly $1B in UHNW assets by 2005.
Joe Florentine
Client Acquisition Business Development DirectorEquity Partners
Joe Florentine is the Director of Advisor Growth and Development at Equity Partners, bringing over 30 years of experience helping advisors build, scale, and grow their firms.
Offices Located in: Nevada • Pacific Northwest • Southern California
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