CW Advisors
0 followers
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
Org chart
Paul Lonergan
Chief Executive Officer
Paul Lonergan
Collapse
Erin Wendell
Chief Financial Officer
Richard Barrett
Chief Investment Officer, Partner
Scott Dell ’ Orfano
Chief Strategic Officer
Christopher J. Bleuher
Managing Director, West Coast
Clinton Lynch Cfp
Managing Director
Gary Droz
Managing Director
Michael Galvin
Executive Managing Director
Michael Harty
Managing Director
David Costigan
Senior Vice President
Ryan Carroll
Senior VP Of Strategic Partnerships
Tamara Gardner S.p.h.r.
VP Of Human Resources
Kristin Tucker
National Director Of Client Relations
Similar companies
Baron Funds
3 followers
FalconX
7 followers
Hudson Bay Capital Management
1 follower
Harbor Capital Advisors, Inc.
1 follower
Taconic Capital
1 follower
RA Capital
1 follower
Tolleson Wealth Management
1 follower
Bridgewater Associates
39 followers
Millennium Management
26 followers
T. Rowe Price
26 followers
PGIM
12 followers
Discover companies