CW Advisors
Ken Zannoni is currently working as an Investor Advisory at Alumni Ventures Group since 2020. Prior to that, Ken served as the President and CWO at CW Advisors since March 2007. Before his time at CW Advisors, Ken worked as a Vice President in the Private Client Group at Fidelity Investments from June 1998 to March 2007. Ken obtained a BS degree in Finance from the University of Massachusetts in 1997 and later completed the CFP Financial Planning Program at Boston University from 2004 to 2006.
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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.