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  • CW Advisors

  • HQ

HQ

Description

CW Advisors' headquarters in Boston, United States


People (34)

Paul Lonergan

Chief Executive Officer

Erin Wendell

Chief Financial Officer

Richard Barrett

Chief Investment Officer, Partner

Carl Noble Cfa

Senior VP Of Investments

Caleigh Nolan

Relationship Manager- Team Lead

Sean Dillon Cmt

Senior VP Of Investment Strategy

David Turbiner Mba

Wealth Manager, Principal

Brendan Collins Cfp

Wealth Manager

Mike Hamolia Cfp

Wealth Manager

Deb Kriebel

Wealth Manager, Principal

Michael Shires Cfp

Wealth Manager

Greg Wilent Cfa

Senior Analyst

Michael K. Green

Jd, Cfp

Sauro Locatelli

Director Of Quantitative Research

Ross Causley

Trader

Christopher J. Bleuher

Managing Director, West Coast

Eric Zeltner Cfp

Wealth Manager

Hillary Bender Fpqp

Senior Relationship Manager

TC

Tom Raynor Cfp

Senior Planning Associate

Stephen Wright Cfp

Wealth Manager

David Costigan

Senior Vice President

Jen Tucker

Senior Relationship Manager

Ryan Carroll

Senior VP Of Strategic Partnerships

Tamara Gardner S.p.h.r.

VP Of Human Resources

Coralea Geraniotis

Relationship Manager

Joseph Levy

Client Advisor

Leah Gradon

Relationship Manager

JT

Jeff Troll

Principal, Wealth Manager, Financial Planner

Candace Cavalier

Chief Compliance Officer And General Counsel

Richard Villiotte

President, Chief Operating Officer

John Lenihan

Director Of Accounting

KZ

Ken Zannoni

President, CWO

Kelly O'Neill

Marketing Manager

NX

Nelly Xavier

Managing Director


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