Your team, at a Glance
Our Mission is to exceed our client’s expectations by providing sound investment advice tailored to specific needs. We excel at offering a platform of diversified investment products ranging from Separately Managed Accounts, ETF Portfolios and Alternative Investments. At CWC Advisors, our portfolio management team creates and manages globally diversified portfolios for Individuals and small cap portfolios for Institutions.
THANE CLELAND
CHIEF EXECUTIVE OFFICER AND CHIEF INVESTMENT OFFICER
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.
GARY WOOLWORTH
PRESIDENT
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.
ERIC HAMILTON, CFA
PORTFOLIO MANAGER
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.
DIANE LANDGRAF
OFFICE MANAGER & TRADER
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.
COMMUNICATIONS COORDINATOR
AUBREY CLELAND
Aubrey Cleland is responsible for communicating the company's mission to our clients and potential clients looking to learn more about investing and the world of finance.
She brings extensive knowledge of social media presence and marketing. She studied communications at Chapman University.
