CW Advisors

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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

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Investment Management

Headquarters

Employees

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Chief Executive Officer

Paul Lonergan

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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

Managing Director

Executive Managing Director

Managing Director

Senior Vice President

Senior VP Of Strategic Partnerships

Tamara Gardner S.p.h.r.

VP Of Human Resources

National Director Of Client Relations

Teams

Client Relations

30 members

Leadership Team

19 members

Finance and Investment

10 members

Human Resources

3 members

Legal and Compliance

3 members

Sales and Marketing

3 members

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