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Cesar Ortega

Portfolio Manager

Cesar is a leading member of the WGCA Investment Policy Committee, where his primary responsibilities include monitoring portfolios, trade execution, assisting in investment research, and identifying new investment opportunities.

Prior to joining WGCA, Cesar gained his in-depth industry knowledge in client service and portfolio management roles for RIAs in Texas and California.

Cesar holds a bachelor's degree in business administration with a concentration in finance from Texas A&M International University, is a licensed FINRA Series 65 Investment Advisor Representative, and is pursuing the Chartered Financial Analyst (CFA) designation.

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