CANTWELL ADVISORY

The Cantwell Advisory was established in 2019 by James Cantwell, a veteran of the investment management industry with 25 years of experience. James has worked for several Asset Managers, Banks, and Funds, including GAMCO Asset Management, AST Trust Company (now Broadridge), and Gabelli Funds. In addition, James ran the consulting organization for North America at SS&C Advent, where he was responsible for overseeing and implementing CRM, Trading, Portfolio Accounting, Performance Reporting, Billing, and other solutions for mid to large investment management firms and family offices... The Cantwell Advisory enables investment management firms to realize their full potential through digital transformation.

Also known as: The Cantwell Advisory