The
Cantwell Advisory
Empowering Efficiency, Driving Transformation
What We Offer
Business Process
Analysis
We'll identify areas in need of improvement
Vendor Evaluation and Selection
Help find the best platforms to run your business
Digital Transformation
Guide you on how best to leverage new technology
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
Email Address
Phone Number
