CWA Asset Management Group

Stephen English is a financial advisor at CWA Asset Management Group with one year of industry experience. He holds Series 63 and Series 65 licenses and previously worked at First National Bank for 13 years. CWA Asset Management Group provides portfolio management and financial planning services to individual and high-net-worth clients, as well as trusts, foundations, endowments, pension plans, and other business entities. The firm uses proprietary investment models combining fundamental and quantitative analysis and offers a range of services including family-office support, retirement plan fiduciary services, and access to private investment vehicles.

Colleen Murphy is a financial advisor at CWA Asset Management Group with 11 years of industry experience. She holds Series 63, Series 65, and Series 66 credentials and has served as a consultant since 2012. Outside of advising, she consults for the parking office during the New York State Fair, managing parking revenue operations during the event. CWA Asset Management Group provides portfolio management and financial planning services primarily to individuals, high-net-worth clients, trusts, foundations, and pension plans. The firm employs a combination of fundamental analysis and quantitative models, offers family-office and retirement plan fiduciary services, and serves as sponsor and adviser to multiple private funds.

Shad White is a financial advisor with CWA Asset Management Group in Naples, FL, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has worked at CWA Asset Management Group since 2016 and previously at Wells Fargo Advisors from 2009 to 2016. CWA Asset Management Group provides discretionary and non-discretionary portfolio management and financial planning services to individual and high-net-worth clients, as well as trusts, foundations, endowments, pension plans, and other business entities. The firm employs a combination of fundamental active analysis and multi-factor quantitative models, offers family-office and retirement plan fiduciary services, and sponsors multiple private funds, including a Global New Leaders Fund.

Brian Tolin is a CFA® charterholder with 14 years of industry experience. He is currently with CWA Asset Management Group and has held roles at Ariel Capital Advisors, Raymond James and Associates, and Raymond James Trust Company. CWA Asset Management Group provides portfolio management and financial planning services to individual and high-net-worth clients, as well as trusts, foundations, endowments, pension plans, and other business entities. The firm offers family-office services, retirement plan fiduciary services, donor-advised fund management, and access to private pooled investment vehicles and insurance products.

Daniel Howell is a CFP® professional with 11 years of experience in financial advising. He is currently with CWA Asset Management Group and previously worked at Camarda Wealth Advisory Group. Howell also has experience in residential real estate sales and has served as a trustee for a family member. CWA Asset Management Group provides portfolio management and financial planning services to individual and high-net-worth clients, as well as trusts, foundations, and other entities. The firm offers a range of investment strategies, family-office services, and access to private funds, utilizing both proprietary research and third-party sub-advisers.

Daniel London is a financial advisor with CWA Asset Management Group in Naples, FL, holding a Series 65 credential and six years of industry experience. Prior to his current role, he worked at CWA Naples, LLC and Capital Wealth Advisors, and has experience in the entertainment sector. Outside of advising, he serves as Vice President of London Executive Office Suites, LLC. CWA Asset Management Group provides portfolio management and financial planning services primarily to individual and high-net-worth clients, as well as trusts, foundations, endowments, pension plans, and business entities. The firm employs a combination of fundamental active analysis and multi-factor quantitative models, offers family-office and retirement plan fiduciary services, and sponsors multiple private funds including a Global New Leaders Fund.

Jeffrey Galati is a CFP® with 14 years of industry experience, currently serving at CWA Asset Management Group. His prior roles include positions at AmeriPlanning and Investments LLC, Galati Financial, LLC, Nylife Securities LLC, and New York Life Insurance Company. Outside of financial advising, he owns and manages a home security business, Eyes On It Home Watch LLC. CWA Asset Management Group provides portfolio management and financial planning services to individual and high-net-worth clients, as well as institutions such as trusts and pension plans. The firm employs a combination of fundamental and quantitative research, offers family-office and retirement plan fiduciary services, and sponsors multiple private funds.

Jo Anne Keck is an investment advisor at CWA Asset Management Group with 13 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at firms including SP Securities, Dumaine Investments LLC, and Iberia Capital Partners LLC. Keck is also the founder of Keck & Co., where she sources and sells private investment offerings and provides recruiting and consulting services related to hedge funds, oil and gas, and real estate projects. CWA Asset Management Group offers discretionary and non-discretionary portfolio management and financial planning services to individuals, high-net-worth clients, trusts, foundations, endowments, pension plans, and business entities. The firm combines fundamental active analysis with quantitative models, provides family-office and retirement plan services, and sponsors multiple private funds, including a Global New Leaders Fund.

Darian Chen is a CFA® charterholder with 25 years of industry experience. He is currently with CWA Asset Management Group, where he has worked since 2025. Prior to joining CWA, he spent 11 years at Bray Capital Advisors, LLC, formerly known as ARIEL CAPITAL ADVISORS, LLC, from 2014 to 2025. CWA Asset Management Group provides discretionary and non-discretionary portfolio management and financial planning services primarily to individual and high-net-worth clients, as well as trusts, foundations, endowments, pension plans, and other business entities. The firm employs a combination of fundamental active analysis and multi-factor quantitative rankings in its proprietary investment models and offers family-office services, retirement plan fiduciary services, donor-advised fund management, and access to private pooled investment vehicles and insurance products.

Connor Joyce is a financial advisor at CWA Asset Management Group with 10 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC. Joyce is based in St. Petersburg, FL. CWA Asset Management Group provides portfolio management and financial planning services to individual and high-net-worth clients, as well as trusts, foundations, endowments, pension plans, and other business entities. The firm employs a combination of fundamental active analysis and multi-factor quantitative rankings through proprietary models and offers a range of services including family-office support, retirement plan fiduciary services, and access to private pooled investment vehicles.

Jason Botwinick is a financial advisor at CWA Asset Management Group with three years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley Private Bank. CWA Asset Management Group provides discretionary and non-discretionary portfolio management and financial planning primarily to individual and high-net-worth clients, as well as trusts, foundations, endowments, pension plans, and other business entities. The firm employs proprietary models combining fundamental active analysis and multi-factor quantitative rankings, sponsors multiple private funds, and offers family-office services and retirement plan fiduciary services.

Mikaela Hutton is a financial advisor at CWA Asset Management Group with four years of industry experience. She holds a Series 65 designation and has worked at CWA since 2021. Outside of her advisory role, she has been employed at Lululemon since 2016. CWA Asset Management Group provides portfolio management and financial planning services to individuals, high-net-worth clients, trusts, foundations, pension plans, and other entities. The firm employs a combination of fundamental active analysis and multi-factor quantitative rankings, offers family-office and retirement plan fiduciary services, and sponsors multiple private funds, including a Global New Leaders Fund.

Lane Mc Callum is a financial advisor at CWA Asset Management Group with a Series 65 designation and three years of industry experience. His prior work includes roles at the University of Nebraska, the United States Air Force Academy, and Norfolk Senior High School. CWA Asset Management Group provides portfolio management and financial planning services to individuals, high-net-worth clients, trusts, foundations, endowments, pension plans, and other business entities. The firm employs a combination of fundamental active analysis and multi-factor quantitative models, offers family-office and retirement plan fiduciary services, and sponsors multiple private funds, including a recently launched Global New Leaders Fund.

Matthew Hickey is a financial advisor at CWA Asset Management Group with 20 years of industry experience. He holds a Series 66 designation and has been with CWA since 2013. Hickey serves as an advisory board member for Hurrdat and OpenDorse companies and is an active board member for the Ndamukong Suh Family Foundation and The Big Red Collaborative Foundation. CWA Asset Management Group provides discretionary and non-discretionary portfolio management and financial planning primarily to individual and high-net-worth clients, as well as trusts, foundations, endowments, pension plans, and other business entities. The firm combines fundamental active analysis with multi-factor quantitative models and offers family-office services, retirement plan fiduciary services, donor-advised fund management, and access to private pooled investment vehicles.

Karen Vilorio Muchnik is a financial advisor with CWA Asset Management Group, holding a Series 65 credential and six years of industry experience. She has worked at Capital Wealth Advisors since 2018 and previously held roles at Wells Fargo Advisors, Coyle Financial Counsel, and Swimswam Magazine. Outside of finance, she is co-owner of Commercial Window Coverings LLC, a business specializing in commercial shades and window coverings. CWA Asset Management Group provides portfolio management and financial planning services primarily to individual and high-net-worth clients, as well as trusts, foundations, and other entities. The firm employs a combination of fundamental active analysis and multi-factor quantitative rankings in its proprietary investment models and offers a range of services including family-office support, retirement plan fiduciary services, and access to private pooled investment vehicles.