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About
Santiago Mosquera is an Associate Trader at Capital Wealth Advisors, based in Fort Myers, FL, where he supports equity strategies and assists in managing client portfolios. His role involves executing trades, developing investment strategies, and supporting wealth management operations with a focus on equity markets.
Before joining Capital Wealth Advisors, Santiago gained hands-on industry experience as an Operations Specialist Intern at MD Solutions and as an intern at Anchor Business Valuations & Financial Services, LLC, where he contributed to financial analysis and valuation projects. His prior internships provided him with a strong background in financial operations and client service within the financial services sector.
Santiago holds a Bachelor of Science in Finance and Financial Management Services from Florida Gulf Coast University, where he also participated in the Eagle Fund—an experiential program managing real-money portfolios across equities and bonds. His expertise includes U.S. equity markets, portfolio management, and financial modeling, with a particular focus on equity strategies for high-net-worth individuals and institutional clients.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Capital Wealth Advisors | Associate Trader | Jun 2023 to Present | — |
| MD Solutions | Operations Specialist Intern | Sep 2022 to Dec 2022 | — |
| Anchor Business Valuations & Financial Services, LLC | Intern | Jun 2022 to Sep 2022 | — |
Education
Florida Gulf Coast University
Bachelor of Science - BS, Finance and Financial Management Services
2020 — 2023
Stranahan High School
High School Diploma, Pre-Medicine/Pre-Medical Studies
2016 — 2020
Others at Cwa Asset Management Group, LLC (6)
| Name | Role | Location |
|---|---|---|
B Blaine Ferguson | Partner | Naples, FL , United States |
B Brian Cook | Partner | Nashville, TN , United States |
| Chief Investment Officer and Managing Partner | Naples, FL , United States | |
M Matt Hickey | Partner | Omaha, NE , United States |
| Partner | Charlotte, NC , United States | |
| Associate Trader | Fort Myers, FL , United States |
Similar Fund Managers
| Name | Role | Fund | Location |
|---|---|---|---|
| Portfolio Manager | Moran Wealth Management, LLC | Naples, FL , United States | |
| Investment Analyst | Moran Wealth Management, LLC | Naples, FL , United States | |
E Eric Weissman | VP | Private Capital Management, LLC | Miami Beach, FL , United States |
| Managing Principal | Private Capital Management, LLC | Denver, CO , United States |