CW Advisors Continues Western Expansion with Addition of Catalina Capital Group
Transaction adds $655 million in assets under management
CW Advisors, LLC (“CWA”) announced today that Catalina Capital Group, LLC (“Catalina”) has joined the Boston-based registered investment advisor (“RIA”). Catalina is a fee-only RIA with $655 million of assets under management (AUM) in Torrance, California and becomes CWA’s first office in southern California. Terms of the transaction are not disclosed.
“Catalina has a track record of strong growth and exceptional client service. They will be a tremendous asset to our firm” said CWA’s Chief Executive Officer Scott Dell’Orfano. “We are delighted to welcome Chris, Philippe, and Bradd and their clients to CW Advisors.”
“By joining forces with CWA, with whom we share a client-centric culture, we can expand our offering to clients, leveraging resources and expertise across the platform.” added Chris Frantz, Managing Director of Catalina.
