About CWC Advisors

Fee only fiduciary guidance, built on trust

Founded in 2000, CWC Advisors serves individuals, families, charities, and institutions with rigorous portfolio management and practical financial planning. Our standard is simple: the client’s interest is first in all things, and we aim to earn trust through transparency, consistency, and follow through.

Our Origin Story

Grounded by humility, shaped by institutional experience.

Founded in 2000, CWC was established with a clear conviction: exceptional service is built on trust, transparency, and accountability. As GIPS compliant fiduciaries, we have spent decades managing capital for large institutions, applying the rigor and standards those responsibilities require. Our mission has never been limited to institutions alone, so we built an independent firm where individuals and families can access institutional level investment management and objective advice without being overlooked by larger platforms. We serve clients across the Pacific Northwest and throughout the United States, grounded in personal relationships and a commitment to clarity.

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Meet the team

Your trust is our biggest investment

Our team brings decades of experience in portfolio management and financial planning. We emphasize clarity and consistency so clients understand our approach, its purpose, and how it supports long term objectives.

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CHIEF EXECUTIVE OFFICER AND CHIEF INVESTMENT OFFICER

THANE CLELAND

Thane Cleland coordinates all investment decisions for the firm. Prior to founding CWC in 2000, Thane was the Director of Marketing and Client Service for The Crabbe Huson Group. His professional experience spans more than 35 years in the investment industry. He has a broad range of experience including generation and management of institutional and advisor accounts, portfolio management, corporate management and operations. Thane received a Bachelor of Arts degree in Economics from the University of Washington.

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PRESIDENT, CCO

GARY WOOLWORTH

Gary Woolworth is responsible for all client relationships and operations. Gary began his career at Marsh & McLennan Companies. He joined Smith Barney where he worked as a financial consultant and later helped form Auxier Asset Management. Gary graduated from Oregon State University with a Bachelor of Science Degree in Business Marketing. His professional focus spans 27 years with an emphasis on the delivery of quality customer service to high net worth individuals and institutions.

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PORTFOLIO MANAGER

ERIC HAMILTON, CFA

Eric Hamilton is responsible for stock selection and portfolio management. Prior to joining CWC, Eric was a contrarian/relative value research analyst with Columbia Management Group covering all business sectors of the economy with an emphasis on Technology and Biotechnology. Prior to that he was a research analyst and trader with the Crabbe Huson Group in Portland, Oregon. Eric graduated from Portland State University in 1994 with a Bachelors of Arts degree in Finance Law. He received the CFA designation in 2007 and is currently a member of the CFA Society of Portland. Eric has 25 years investment experience.

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WEALTH ADVISOR

Jeff Hussey, CFA

Jeff Hussey works with clients to understand their unique circumstances and preferences to develop an investment solution that will help them achieve their financial goals. Prior to joining CWC, Jeff worked as a wealth advisor for three years. Before that, Jeff worked as the Global Chief Investment Officer for Russell Investments and was responsible for performance results on over $300 billion of assets across multiple asset classes. He led a team of over 300 while managing all of the infrastructure and budget around it. Jeff started his career in 1991, helping initially research and build fixed income solutions as a portfolio manager for Russell’s mutual funds. Jeff received an undergraduate degree in Economics from the University of Puget Sound in 1991, his CFA designation in 1994, and a Masters of Science in Finance from Seattle University in 1995. 

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INVESTMENT CONSULTANT

Erik Ogard, CFA

Erik Ogard is an investment consultant for CWC Advisors. Erik has spent nearly 30 years in the asset management industry managing institutional retirement plan assets for some of the largest global pension plans. He has a passion for the study of the workings of the economy and capital markets. In his past positions, he has managed over seven billion in traditional US equity investments as well as over seven billion in alternative asset investments. Erik has been a featured speaker at industry conferences as well as a guest on CNBC and Bloomberg television. Erik has held the Chartered Financial Analyst (CFA) designation since 1999. He earned his BA in Political Science from Pacific Lutheran University in 1988 and his MBA from Willamette University in 1991.  

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VICE PRESIDENT, CLIENT RELATIONS

Ty Cleland

Ty leads our Financial Planning & Business Development initiatives. Prior to joining CWC, he was an enterprise sales executive in the technology space specializing in Cybersecurity and Human Capital Management Software. Ty graduated with Latin Honors from George Fox University with a Bachelor of Science in Business Management. He is an experienced client relationship manager with a focus on providing the highest quality service to our current and prospective clients.

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OFFICE MANAGER & TRADER

Diane Landgraf

Diane Landgraf brings to the Fund team an extensive knowledge of institutional trading, operations, and client services. From 1991 to 1999 she was head of securities trading at Crabbe Huson Company where she oversaw the buying and selling of assets for the large and small cap portfolios valued at more than $5 billion. Diane has 22 years experience in the investment management industry. She is a graduate of the University of Arizona with a Bachelor of Arts in Communications.

Community involvement

Investing in the place we call home

We believe stewardship extends beyond portfolios. CWC supports community efforts that strengthen the region where our clients live and work, with a focus on long term impact and responsible participation.

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Past Sponsorships

  • The Brian Grant Foundation

    The BG Foundation empowers people impacted by Parkinson’s Disease to lead active and fulfilling lives. Founded by former NBA great Brian Grant, their programs provide wellness resources to help manage symptoms, connect people to a supportive community, and share the stories of people living with Parkinsons.

  • The Lake Oswego Millennium Concert Band

    This talented group of adult volunteers, who love to play band music are dedicated to providing high quality musical performances to the citizens of Lake Oswego and the surrounding area.  They have been performing since November 1999.  CWC will be helping to offset the costs to build their library of music and purchase other necessary supplies, along with donating our time.

  • JOY Rx

    JoyRx, the mission delivery of Children's Cancer Association, knows it takes more than medicine to treat cancer and serious illness. They provide joy-based programming free of charge to children across the country.

  • FOSTERFUL

    Fosterful is a nonprofit organization of qualified volunteers who partner with Social Workers and Foster Caregivers to provide a nurturing environment and a caring companion to children experiencing foster care.

  • SOLVE

    We are committed to the goal of restoring Portland to the beautiful, vibrant city we all call home.  During a time of incredible hardship, we felt compelled to partner with an organization that shares our love for the City of Roses and a common goal for its future livability. 

  • Sleep In Heavenly Peace

    The organization is dedicated to building, assembling and delivering top notch bunk beds to children and families in need in the Portland Metro Area.

  • Transitional Youth

    Transitional Youth works to bring hope and healthy transformation to at risk youth in Oregon and Washington.

  • NWCAVE

    NWCAVE is on the ground in the fight against violence and exploitation of women and children.

  • Africa New Life

    This is a monthly sponsorship of our child’s cost to go to school.  This sponsorship will continue past 2018 as we’ve committed to sponsor Kayini Abey through graduation.  

Values and mission

Trust. Growth. Experience.

Our mission is to exceed our clients’ expectations by providing sound investment advice tailored to specific needs, delivered through research led portfolio management and clear communication. Powered by deep investment knowledge and supported by technology, we build globally diversified portfolios across asset classes for both individuals and institutions, with a focus on long term outcomes and thoughtful risk management.

Fiduciary Duty

We place the client’s interests first by maintaining a fee only structure and a decision process built on clarity, consistency, and accountability.

Portfolio Management

We create and manage globally diversified, GIPS compliant portfolios using a repeatable process built for consistency across market cycles.

Breadth with Accountability

We provide a diversified investment platform with ongoing selection and oversight aligned to your mandates and documented objectives.