CW Advisors Employee Directory
CW Advisors corporate office is located in 155 Seaport Blvd, Boston, Massachusetts, 02210, United States and has 51-200 employees.
Highly Engaged Employeescw advisors
cw advisors llc
Employees by Department
Departments
Number of employees
Finance
51
Sales
25
C-Suite
12
Operations
9
Legal
4
Information Technology
2
Medical & Health
2
CW Advisors CEO
Key Employees of CW Advisors
CW Advisors Global Presence
| Location | People at location |
| North America | 51-200 |
| Europe | 1-10 |
| South America | 1-10 |
Index of contact profiles from CW Advisors
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Contact Name
Contact Info
Job Title
HQ Location
- Manager, Wealth
- United States , Massachusetts , Boston
- Office Manager and Compliance Associate
- United States , Massachusetts , Boston
- Relationship Manager
- United States , Massachusetts , Boston
- Relationship Manager
- United States , Massachusetts , Boston
- Financial Associate & Advisor
- United States , Massachusetts , Boston
- Financial Strategist
- United States , Massachusetts , Boston
- Portfolio Administrator
- United States , Massachusetts , Boston
- Director, Quantitative Research
- United States , Massachusetts , Boston
- Relationship Manager
- United States , Massachusetts , Boston
- Director, Client Services, Mid-Atlantic
- United States , Massachusetts , Boston
- Director, Client Services, Northeast
- United States , Massachusetts , Boston
- Manager, Wealth
- United States , Massachusetts , Boston
- Manager, Wealth
- United States , Massachusetts , Boston
- President, CWO
- United States , Massachusetts , Boston
- Senior Relationship Manager
- United States , Massachusetts , Boston
- Manager, Wealth
- United States , Massachusetts , Boston
- Manager, Wealth
- United States , Massachusetts , Boston
- Manager, Wealth
- United States , Massachusetts , Boston
- Family Office Relationship Manager
- United States , Massachusetts , Boston
- Director, Client Services
- United States , Massachusetts , Boston
- Client Advisor
- United States , Massachusetts , Boston
- Manager, Accounting
- United States , Massachusetts , Boston
- Executive Managing Director, Mid-Atlantic Leader
- United States , Massachusetts , Boston
- Client Experience Vice President, Integration
- United States , Massachusetts , Boston
- Director, Client Services, Mid-Altanic
- United States , Massachusetts , Boston
Former Employees at CW Advisors
Explore people who held key positions, contributed to CW Advisors's success, and advanced their careers.
Controller at Capone & Associates
Worked as Accounting & Compliance Associate
at CW Advisors (2021-2023)
SB
Real Estate Agent at Dick Lepine Real Estat...
Worked as Scholar's Program Intern
at CW Advisors (2024-2024)
TC
CG
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Frequently Asked Questions Regarding CW Advisors Employees
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CW Advisors is an SEC-registered investment management and wealth advisory firm serving high-net-worth individuals, families, foundations, and endowments. Formerly known as Congress Wealth Management, the firm provides customized wealth management, family office, and related advisory services designed to help clients manage assets, plan for long-te... Read More
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