#USA #Wealth Management #McLean #Cassaday Company #Dr. Waleed Bississo

Cassaday & Company Welcomes Dr. Waleed Bississo as Chief Operating Officer

In a significant management development, Cassaday & Company, Inc., a prominent wealth management firm headquartered in the Washington D.C. metropolitan area, has announced the appointment of Dr. Waleed Bississo as its new Chief Operating Officer (COO). With a robust reputation for managing assets exceeding $6.5 billion as of July 31, 2025, the company is positioned to leverage Dr. Bississo's extensive expertise to further drive its strategic growth and enhance client services.

Dr. Bississo brings to his new role over two decades of leadership experience within the financial services sector. Most recently, he served as Operations Executive at the prestigious Bank of America Academy, where he played a pivotal role in training over 200,000 employees each year. His tenure there was marked by his commitment to operational excellence, evident in his successful initiatives that streamlined processes, ultimately saving the organization an impressive 50,000 work hours in 2024 alone. Notably, he maintained a remarkable 100% associate satisfaction rating for seven consecutive years, a testament to his effective leadership style.

Stephan Cassaday, the firm's Chairman and CEO, expressed his enthusiasm about Dr. Bississo's appointment, stating, "When I founded Cassaday & Company in 1993, my vision was to create a one-stop shop where clients could address every aspect of their financial lives in one place, guided by highly skilled professionals committed to doing what is best for them. Waleed's operational expertise and commitment to innovation align perfectly with that vision. His leadership will strengthen our ability to deliver integrated services while continuing to meet the highest standards of excellence for our clients."

Focusing on firm-wide operations, Dr. Bississo's responsibilities will also include resource planning and process enhancements aimed at driving innovation and fostering sustainable growth within the organization. He is committed to improving the firm's ability to provide comprehensive financial services while ensuring that operational choices prioritize the best interests of its clientele.

Dr. Bississo's academic credentials complement his career achievements; he holds a Doctorate in Organizational Change and Leadership from the University of Southern California, in addition to an MBA and a Master of Science in Marketing from Johns Hopkins University. His rich background in budget management, technology integration, and organizational development will serve him well in navigating the dynamic landscape of wealth management.

In reflecting on his new position, Dr. Bississo stated, "Cassaday Company’s reputation for integrity, client focus, and innovation is unmatched. I'm honored to join the firm and help shape the next chapter of its growth."

About Cassaday & Company, Inc.
Founded in 1993, Cassaday & Company is an independent wealth management firm located in McLean, Virginia. The firm specializes in delivering comprehensive financial planning and investment management services to a diverse clientele across the nation. For further information about Cassaday & Company, please visit www.cassaday.com. Securities are offered through Osaic Wealth, Inc., a member of FINRA/SIPC. Investment advisory and insurance services are provided through Cassaday & Company, Inc., which is a registered advisor not affiliated with Osaic Wealth, Inc.