Portfolio Manager
Cesar Ortega is a highly skilled portfolio manager with a keen eye for detail and a strategic mind. As a lead member of the Investment Policy Committee, Cesar plays a pivotal role in shaping the investment strategies that drive client success. With experience in trading and rebalancing, Cesar ensures that portfolios remain optimized and aligned with the ever-changing market conditions.
In his role, Cesar scrutinizes potential investment opportunities to deliver the best possible outcomes for client portfolios. With a knack for portfolio analysis and construction, Cesar builds diversified and balanced portfolios that cater to individual client needs and goals.
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 graduated from Texas A&M International University with a bachelor’s degree in business administration with a concentration in finance and is a licensed Series 65 Investment Advisor Representative – an exam administered by FINRA.