Leadership Team

Meet the experienced professionals driving innovation and excellence in private lending, committed to delivering exceptional results for our clients.

Michael Chen

Chief Executive Officer

With over 15 years in private equity and institutional lending, Michael founded CWA to bridge the gap between sophisticated investors and qualified borrowers. Previously VP at Goldman Sachs Private Wealth Management.

Sarah Johnson

Chief Technology Officer

Sarah leads our technology initiatives with 12 years of fintech experience. Former lead engineer at Stripe, she specializes in secure financial platforms and regulatory compliance systems.

David Rodriguez

Chief Financial Officer

David oversees all financial operations and risk management. CPA with 18 years experience in investment banking and private credit markets. Former Director at RBC Capital Markets.

Emily Zhang

Head of Operations

Emily manages day-to-day operations and client relations with 10 years in wealth management. She ensures seamless execution of all lending transactions and maintains our high service standards.

Leadership Philosophy

Our leadership team is united by a shared commitment to excellence, transparency, and client success. We believe in building lasting relationships through integrity, innovation, and results.

Client-First

Every decision is made with our clients' best interests in mind.

Innovation

Continuously improving our platform and services through technology.

Accountability

Taking responsibility for results and maintaining the highest standards.

Meet Our Team

Connect with our leadership team to discuss your financial objectives.