CW Advisors


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

Employees

51-200

Links


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Paul Lonergan
Chief Executive Officer
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Richard Barrett
Chief Investment Officer, Partner
Scott Dell ’ Orfano
Chief Strategic Officer
Clinton Lynch Cfp
Managing Director
Gary Droz
Managing Director
Michael Galvin
Executive Managing Director
Michael Harty
Managing Director
David Costigan
Senior Vice President
Nelly Xavier
Managing Director
Richard Villiotte
President, Chief Operating Officer
Candace Cavalier
Chief Compliance Officer And General Counsel
Erin Wendell
Chief Financial Officer
Ken Zannoni
President, CWO