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.
Jeff Hussey, CFA
WEALTH ADVISOR
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.
TY CLELAND
VICE PRESIDENT, CLIENT RELATIONS
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.
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.
AUBREY CLELAND
COMMUNICATIONS COORDINATOR
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.
