CW Advisors
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CW Advisors (formerly Congress Wealth Management LLC) is a SEC-registered investment management firm, developing innovative wealth solutions for high-net-worth individuals, families, foundations and endowments. Though each of our client’s needs are unique, there are common threads to what they seek... Read more
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Paul Lonergan
Chief Executive Officer
Paul Lonergan
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Erin Wendell
Chief Financial Officer
Richard Barrett
Chief Investment Officer, Partner
Scott Dell ’ Orfano
Chief Strategic Officer
Christopher J. Bleuher
Managing Director, West Coast
Clinton Lynch Cfp
Managing Director
Gary Droz
Managing Director
Michael Galvin
Executive Managing Director
Michael Harty
Managing Director
David Costigan
Senior Vice President
Ryan Carroll
Senior VP Of Strategic Partnerships
Tamara Gardner S.p.h.r.
VP Of Human Resources
Kristin Tucker
National Director Of Client Relations
Nelly Xavier
Managing Director