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Santiago Mosquera

Santiago Mosquera

Associate Trader at Cwa Asset Management Group, LLC

Fort Myers, FL , United States

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

OrganizationRoleDate RangeDetails
Capital Wealth AdvisorsAssociate TraderJun 2023 to Present
MD SolutionsOperations Specialist InternSep 2022 to Dec 2022
Anchor Business Valuations & Financial Services, LLCInternJun 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)

NameRoleLocation
B
Blaine Ferguson
PartnerNaples, FL , United States
B
Brian Cook
PartnerNashville, TN , United States
Lewis Johnson
Lewis Johnson
Chief Investment Officer and Managing PartnerNaples, FL , United States
M
Matt Hickey
PartnerOmaha, NE , United States
Philip Brody
Philip Brody
PartnerCharlotte, NC , United States
Hunter Grand
Hunter Grand
Associate TraderFort Myers, FL , United States

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