Capital Wealth Advisors

We are pleased to announce that Santiago Mosquera has earned the CFA® designation, awarded by the CFA Institute.

This designation is granted to individuals who have completed three levels of examinations covering investment analysis, portfolio management, and ethical and professional standards, and who have met the experience and conduct requirements established by the CFA Institute.

Please join us in congratulating Santiago on this accomplishment.

For further information on the CFA designation, please visit: https://hubs.li/Q04fCnjh0

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We are pleased to announce that Capital Wealth Advisors has officially opened a new office location in Erie, Pennsylvania. This new space reflects our continued growth and supports our ongoing efforts to maintain strong relationships with the clients and communities we serve. We look forward to continuing our work from our Erie office.

For more information about our Erie office, visit:
https://hubs.li/Q04dSd2F0

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We’re pleased to announce Capital Wealth Advisors has made the 2026 Southeast list! See the full list on Inc.: https://hubs.li/Q0491GF70

This award was open to all privately held, for-profit independent companies based in the U.S. and was based on revenue metrics over a stipulated period of time. The award was issued on March 31, 2026, by Inc. Magazine (“Inc.”) for the time period December 31, 2022, through December 31, 2024. CWA paid an application fee to be considered for eligibility. View full methodology: https://hubs.li/Q04921Df0

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We are pleased to welcome Beth Parmerter to our Client Services team as Vice President, Client Services, supporting our Erie office. With nearly 40 years of experience in client service, Beth brings extensive industry knowledge and a strong background in building and supporting client relationships and day-to-day service needs.

Beth supports our Erie team, including Benton Elliott, Managing Director of Private Wealth Management, Derek Aicher, Vice President of Private Wealth Management, and Paul Wojcik, Senior Vice President of Private Wealth Management. She also works closely with Blake Bollinger as part of our Mid-Atlantic Client Services Team.

Read more about her: https://hubs.li/Q048TYK10

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The world has been deglobalizing since 2016 — and it's accelerating.
Brexit. Covid supply chain disruptions. The Russia-Ukraine conflict, and now, the closure of the Strait of Hormuz — a choke point where roughly $2 billion worth of crude oil flows every single day.

This isn't a one-off disruption. It's a trend.

In our latest insight, we break down:
→ Why choke points are the defining story of this new era
→ What the Strait of Hormuz closure means for energy markets
→ How we're positioning portfolios to stay ahead of the shift

The free-flow-of-capital world we enjoyed for decades is giving way to something fundamentally different. For investors willing to see the trend and act accordingly, we believe it presents a remarkable opportunity.
Read the full analysis on our blog.

Read Here: https://hubs.li/Q048hj8p0

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De-globalization, fractured alliances, commodity shortages, surging defense spending, and undervalued energy. These aren't isolated headlines. They're a roadmap.

World-scale change this profound happens rarely. It creates uncertainty — and enormous opportunity.

The question worth asking: Who's helping you navigate it?

Link: https://hubs.li/Q047rltv0 ‎

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The world is splitting into two armed camps — and the Straits of Hormuz may be the next flashpoint.

We've been tracking the deglobalization trend since Brexit in 2016. What's unfolding now with Iran could be an inverse COVID moment: not an oil demand shock, but a supply shock that removes a large percentage of global crude from the market almost overnight.

Energy isn't just a commodity. It's the oxygen of the global economy. When you constrain it, everything from agriculture to manufacturing feels the pressure.
The scope and speed of what may be coming will surprise most investors. The framework to understand it has been building for ten years.

New Post: https://hubs.li/Q046LW-L0

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Please join us in welcoming Barry Walsh and Anna Morell to the CWA family!

Barry joins the firm as an Operations Associate, where he will support Joe Tornincaso as part of our Operations Team, providing operational and client service support.

Anna joins our Charlotte office as Client Services Manager, supporting Phil Brody and working closely with Jake Murphy to enhance the client service experience and operational support provided by the team.

We’re excited to have them on board and look forward to supporting them as they get settled into their new roles!

Read More about them here:
Barry: https://hubs.li/Q0460lCR0
Anna: https://hubs.li/Q0460h5j0

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𝗖𝗮𝗽𝗶𝘁𝗮𝗹 𝗪𝗲𝗮𝗹𝘁𝗵 𝗔𝗱𝘃𝗶𝘀𝗼𝗿𝘀 𝗥𝗲𝗰𝗼𝗴𝗻𝗶𝘇𝗲𝗱 𝗼𝗻 𝗭𝗲𝗽𝗵𝘆𝗿’𝘀 𝗣𝗦𝗡 𝗧𝗼𝗽 𝗚𝘂𝗻𝘀 𝗟𝗶𝘀𝘁 𝗳𝗼𝗿 𝗤𝟰 𝟮𝟬𝟮𝟱

CWA Institutional Equity Income and CWA Quant Alpha Large Capitalization strategies were named PSN Top Guns 1 Year award winners, placing among the top performers in their respective peer groups.

The strategies were recognized within the Mid Cap Universe and Mega Cap Universe categories based on one-year performance results.

Zephyr, a subsidiary of Informa Limited, announced the PSN Top Guns awards on February 18, 2026, for the quarter ending December 31, 2025. Peer groups are determined using data submitted through the PSN investment manager questionnaire and reflect gross-of-fee returns. Managers included in PSN Top Guns must claim GIPS compliance. Rankings are based solely on performance for the stated period. No compensation was provided in connection with this award. Third-party ratings or awards are not indicative of future results.

Additional details on the PSN Top Guns methodology and complete rankings are available at:
https://hubs.li/Q045rNyn0

Follows, or likes on CWA social media accounts should not be construed as an endorsement of any CWA employee or by the firm CWA.

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Congratulations to our President and CEO, William Beynon, for being recognized as one of the Naples 100 by Naples Illustrated!

This award was open to all residents that live and work in Collier County, Florida. No compensation was exchanged for this award, and CWA is unaffiliated with this organization. For additional information regarding the methodology used to grant this award, please see the Award Disclosure page on our website https://hubs.li/Q043qL090

Privacy & Important Disclosures: https://hubs.li/Q043qM640

Follows, or likes on CWA social media accounts should not be construed as an endorsement of any CWA employee or by the firm CWA.

Please join us in welcoming Blake Bollinger to the CWA family as an Operations Associate! Blake previously interned with Capital Wealth Advisors in our Naples Headquarters office, where he contributed to a range of interdepartmental projects. In this new role, he will support Zachary Craig as part of our Wealth Advisory Operations Team, providing operational and client service support for the Mid-Atlantic region.

Read More about him here: https://hubs.li/Q042Swnc0

Privacy & Important Disclosures:
https://hubs.li/Q042SxBH0

Follows or likes on CWA social media accounts should not be construed as an endorsement of any CWA employee or by Capital Wealth Advisors.