Cantwell Advisory

Empowering Efficiency, Driving Transformation

What We Offer

Team in a Meeting

Business Process


We'll identify areas in need of improvement

Essential number crunching software for business

Vendor Evaluation and Selection

Help find the best platforms to run your business

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Digital Transformation

Guide you on how best to leverage new technology

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Project Management

& Implementation

Manage and implement your products and vendors

Who we serve

  • Asset Managers
  • Wealth Managers
  • Single-Family Offices
  • Multi-Family Offices
  • Fund of Funds
  • Endowments and Foundations

About Our Leadership

Meet James Cantwell, Founder of The 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.

Drawing from his extensive experience working with hundreds of RIA’s, family offices, funds, and vendors, James guides TCA clients on effectively utilizing their resources to reduce costs, increase scalability, and improve the client experience.

Our Upcoming Events

Schwab Impact 2023

October 24 - 26, 2023

Pennsylvania Convention Center

Philadelphia, PA

Learn more or register at the link below

T3 Technology 2024

January 22 - 25, 2024

The Cosmopolitan of Las Vegas

Las Vegas, NV

Learn more or register at the link below

Get in Touch

Our Location

Phoenix, Arizona 85086

Phone Number

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