Our Team

Claude Ohanesian 

As an independent investment advisor, Claude Ohanesian managed nearly $275 million in the 28 years he worked at Smith Barney. He served as Managing Director of Smith Barney from 2008-2010, Ohanesian also became a charter member of Vista, in 2006 a who's who of advisors at the firm. In addition, he represented the top 1% of the firm as a Director’s Council Member for 10 years. Claude Graduated from West Minster College- Fulton Missouri / Double major in English and Business.

Claude is also associated with Finance Committee for the Prelacy of the Armenian Apostolic Church of America along with of Epilepsy Cure Foundation. He is the president of Fatherhood Educational Institute. Ohanesian is also a member of Le Tip and serves as Vice President of his chapter. He also is a member of KLTR, a professional networking alliance group.

In the past, Claude Ohanesian served as a treasure of the Armenian church in Glenview, IL from 1998-2004.
He also
sat on the board of directors for Kobbe College Corporation from 1998-2010 serving as the head of the financial committee.

 

 This Summer CGO Wealth Management will continue its dedication to innovative perspectives and growth by adding a new member to the CGO Wealth Management team.

Tom Cenar, our
Assistant Portfolio Analyst, is a rising senior in the Carroll School of Management at Boston College. He majors in Finance with a Spanish minor, and this past fall he studied abroad in Madrid, Spain to enhance his fluency in the Spanish language. At Boston College Tom is a representative in the Undergraduate Government and the Director of Student Formation. He currently has a 3.62/4.0GPA and has excelled in business courses such as Corporate Finance, Investments, and Financial Accounting. In 2013, Boston College rose to a sixth-place ranking among the best undergraduate business programs in the US, according to Bloomberg Business Week’s latest rankings of Top Undergraduate Business.

This summer will be Tom’s third year interning beside Claude, and with three years of working experience coupled with his three years of completed undergraduate business studies, CGO Wealth Management looks forward to Tom being a valuable asset to the team this summer and continuing to learn and grow alongside CGO wealth management.

Meet the CGO Team!

 

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Jerry Schwartz (CFO of Insight Security Inc. Broker-dealer)
and Carlos Legaspy (
President of Insight Security Inc. Broker -dealer) Top Left Image

Alan Shapiro (Administrating trades in for CGO)
Top Right Image

Claude Ohanesian "President and founder of CGO Wealth Management" with  with Trish Coutré (Operations Administration) and Diane Ryan
(Branch Administrator). Bottom Image