Meet the team
Our executive and senior leadership teams bring strong functional expertise and diverse perspectives to set strategic direction and support our Osaic communities.
Scott Dell'Orfano
Scott Dell’Orfano is Chief Executive Officer of CW Advisors (CWA), a Boston-based registered investment advisor (RIA) managing over $15 billion in fee-only client assets. He joined CWA as Chief Strategic Officer, leading all corporate strategy and mergers and acquisitions efforts before becoming CEO in 2024.
Career summary
Scott is a 30+year veteran of the financial services industry. Prior to joining CWA, Scott was President of Boston Private Banks Wealth Management division, which managed $8 billion in client assets. During his time at Boston Private Banks, Scott was a member of the firm’s executive management team and served on Boston Private Bank & Trust Company’s Policy Group Board.
Before joining Boston Private Wealth in 2014, Scott was Executive Vice President of Fidelity Institutional Wealth Services Group. He also held a senior vice president position for SEI Investments, where he was responsible for the overall strategic development and management of the SEI Advisor Network.
Scott earned his bachelor’s degree in economics from Union College.