CW Advisors
John Lenihan has an extensive background in accounting and finance, starting as a Bachelor of Science in Accounting from University College Cork, followed by a Master's degree in Accounting. He honed his skills in various roles at PwC, where he eventually became a Senior Associate. His career progression led him to CrossCountry Consulting as a Managing Consultant, and later to Spero Therapeutics as the Director of Assistant Controller. Currently, at CW Advisors, John holds the position of Director of Accounting. John also has experience working at Apple, where he served as a Placement Student, gaining valuable experience in AP, finance analysis, and logistics. He successfully completed his Final Admitting Examination with Chartered Accountants Ireland in 2014. Additionally, at the University College Cork, John provided Financial Accounting tutorials for Commerce students, showcasing his commitment to education and professional development.
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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 from our firm; to protect and grow assets, superior service, and sound, objective advice. We go well beyond the services traditionally associated with wealth management by providing a fully integrated approach to financial planning, investment consulting and management, and specialty services tailored to your needs. We provide our clients with access to a unique blend of seasoned investment professionals employing a collaborative process designed to reach timely, well-reasoned investment decisions. In addition, we provide an unparalleled customer service model designed to ensure a deep understanding of your situation and goals, and awareness of the personal and family/business dynamics that influence financial planning choices. Our goal is to serve as center of service and stability to assist clients with stewarding their wealth, thereby ensuring the preservation and growth of their financial assets. Registration does not imply a certain level of skill or training.