CW Advisors
Tamara Gardner, SPHR, currently serves as the Vice-President of Human Resources at CW Advisors, a position held since March 2024. Prior to this role, Tamara was the Client Engagement Director at Mukala Partners from March 2023 to October 2023 and worked as a Leadership & Organizational Effectiveness Consultant from September 2022 to March 2023. With extensive experience in human resources, Tamara held the position of Chief People & Culture Officer at Juran from February 2018 to April 2022 and served as the Director of the Leadership Development Program at Liberty Mutual Insurance from October 2013 to February 2017. Additional roles include Director of L&D/Internal Change Communications at City Year and Senior Organizational Effectiveness Consultant at Human Resources & Recruiting. Tamara was previously the Director at RGP (formerly Deloitte & Touche) and held the Director of Human Resources position at PFP Services. Early career experience includes working as a Manager of Leadership Development Programs at Travelers. Tamara holds a B.S. in Psychology from Green Mountain College.
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.