Boston, MA Seaport Blvd Office

John Berry is a financial advisor at CW Advisors, LLC in Boston, MA, with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Congress Wealth Management, LLC since 2016. CW Advisors serves a diverse client base including individuals, high-net-worth families, trusts, charitable organizations, and business entities. The firm employs a core-and-satellite investment approach combining active, passive, quantitative, and ESG strategies, and provides wealth management, financial planning, family office services, and retirement plan advisory.

Christine Lawless is a CERTIFIED FINANCIAL PLANNER™ at CW Advisors, LLC with 11 years of industry experience. She has been with Congress Wealth Management LLC since 2013, where she has worked for 11 years in total. CW Advisors serves a diverse client base including individuals, high-net-worth families, trusts, estates, charitable organizations, pension and profit-sharing plans, corporations, and other business entities. The firm employs a core-and-satellite investment approach that integrates active, passive, quantitative, and ESG strategies using both third-party and internally managed portfolios.

Thomas Reilly is a financial advisor with CW Advisors, LLC in Boston, MA, holding Series 63 and Series 65 registrations and 26 years of industry experience. He has been with CW Advisors since 2025 and is the founder and managing member of Point Allerton LLC, a private fund manager established in 2003. Outside of investment management, he is also a licensed insurance agent involved in insurance sales and recommendations. CW Advisors serves a diverse client base including individuals, high-net-worth families, trusts, estates, and institutional entities, offering wealth management, financial planning, family office services, retirement plan advisory, and portfolio management. The firm employs a core-and-satellite investment approach combining active, passive, quantitative, and ESG strategies, with investment manager selection overseen by an Investment Oversight Committee.

Brendan Collins is a financial advisor with CW Advisors, LLC in Boston, MA, holding the CFP® designation and Series 63 and 65 licenses. He has 11 years of industry experience, including roles at Congress Wealth Management LLC, UBS Financial Services, and Fidelity. CW Advisors serves a diverse client base, including individuals, high-net-worth families, trusts, estates, charitable organizations, and business entities. The firm employs a core-and-satellite investment approach combining active, passive, quantitative, and ESG strategies, utilizing both third-party and internally managed portfolios.

Robert Driscoll is a financial advisor at CW Advisors, LLC in Boston, MA, with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has been with CW Advisors since 2014. CW Advisors serves a diverse client base, including individuals, high-net-worth families, trusts, charitable organizations, pension plans, corporations, and acts as a sub-advisor to other registered investment advisers. The firm uses a core-and-satellite investment approach that combines active, passive, quantitative, and ESG strategies, supported by an Investment Oversight Committee and a dedicated business unit offering sub-advisory and operational outsourcing services.

Nelly Xavier is a financial advisor at CW Advisors, LLC in Boston, MA, with five years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at HighVista Strategies LLC, Foreside Fund Services, LLC, and Fiera Capital Inc. CW Advisors serves a diverse client base including individuals, high-net-worth families, trusts, charitable organizations, pension plans, corporations, and other business entities. The firm employs a core-and-satellite investment approach that integrates active, passive, quantitative, and ESG strategies, and offers wealth management, family office services, retirement plan advisory, and portfolio management.

Mark Khozozian is a CFP® with 35 years of industry experience. He is currently with CW Advisors, LLC and was previously with Purshe Kaplan Sterling Investments and Aspire Wealth Management Corporation for 12 years. CW Advisors serves a diverse clientele including individuals, high-net-worth families, trusts, charitable organizations, pension and profit-sharing plans, and corporations. The firm utilizes a core-and-satellite investment approach combining active, passive, quantitative, and ESG strategies, and offers wealth management, family office services, retirement plan advisory, and portfolio management.

Matthew Bean is a financial advisor at CW Advisors, LLC based in Boston, MA, holding a Series 65 designation with three years of industry experience. He previously worked at Congress Wealth Management LLC for eight years and at GW&K Investment Management for three years. CW Advisors serves a diverse client base including individuals, high-net-worth families, trusts, estates, charitable organizations, and business entities, offering wealth management, financial planning, family office services, retirement plan advisory, and portfolio management. The firm employs a core-and-satellite investment approach utilizing active, passive, quantitative, and ESG strategies, combining third-party and internally managed solutions.

Siobhaun Johnson is a CFP® with 19 years of industry experience and has been with CW Advisors, LLC since 2010. Based in Boston, MA, she holds Series 63 and Series 66 licenses. CW Advisors serves a diverse client base including individuals, high-net-worth families, trusts, estates, charitable organizations, pension and profit-sharing plans, corporations, and other business entities. The firm employs a core-and-satellite investment approach using active, passive, quantitative, and ESG strategies, combining third-party money managers with internally managed risk-managed strategies, and provides wealth management, financial planning, family office services, retirement plan advisory, and portfolio management.

Michael Galvin is a CFP® professional with 11 years of industry experience. He has been with Congress Wealth Management, LLC since 2011. Michael is based in Boston, MA. CW Advisors, LLC serves a diverse client base including individuals, high-net-worth families, trusts, charitable organizations, pension plans, and business entities. The firm uses a core-and-satellite investment approach that incorporates active, passive, quantitative, and ESG strategies, supported by an Investment Oversight Committee and a dedicated business unit offering sub-advisory and operational outsourcing services.

Jennifer Adams is a CFP® professional with 28 years of industry experience, currently serving as a financial advisor at CW Advisors, LLC since 2024. She previously worked at Purshe Kaplan Sterling Investments for 12 years and Aspire Wealth Management Corporation for 10 years. In addition to advisory work, she is a licensed insurance agent, dedicating approximately 10% of her time to insurance sales and implementation of insurance recommendations. CW Advisors serves a diverse client base including individuals, high-net-worth families, charitable organizations, and business entities, offering wealth management, financial planning, family office services, retirement plan advisory, and portfolio management. The firm employs a core-and-satellite investment approach that incorporates active, passive, quantitative, and ESG strategies through both third-party and internal managers, supported by an Investment Oversight Committee.

Frederick Warburg is a financial advisor at CW Advisors, LLC with 10 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Fernwood Investment Management, Block Mill Capital LLC, and Siharum Advisors, LLC. CW Advisors serves individuals, families, trusts, charitable organizations, pension plans, corporations, and other entities, offering wealth management, financial planning, family office services, retirement plan advisory, and portfolio management. The firm employs a core-and-satellite investment approach combining active, passive, quantitative, and ESG strategies, and supports other advisers through sub-advisory and operational outsourcing services.

Brendan Lortie is a CFP® professional at CW Advisors, LLC with two years of industry experience. He has been with CW Advisors since 2021. Prior to that, he attended Bentley University. CW Advisors serves a diverse client base including individuals, high-net-worth families, trusts, estates, charitable organizations, pension and profit-sharing plans, corporations, and other business entities. The firm employs a core-and-satellite investment approach combining active, passive, quantitative, and ESG strategies, and offers sub-advisory, operational outsourcing, and succession programs to independent advisers.

Frank Lombardi III is a financial advisor at CW Advisors, LLC in Boston, MA, holding a Series 65 credential with one year of industry experience. Prior to joining CW Advisors in 2024, he worked for 16 years at Cubic Asset Management, LLC. CW Advisors serves a diverse client base including individuals, high-net-worth families, trusts, charitable organizations, and business entities, offering wealth management, family office services, retirement plan advisory, and portfolio management. The firm employs a core-and-satellite investment approach that integrates active, passive, quantitative, and ESG strategies, utilizing both third-party and internally managed investment solutions.

Kenneth Zannoni is a CFP® professional with 23 years of industry experience, currently serving at CW Advisors, LLC since 2009. He participates as a member of the Investor Advisory Council for Alumni Ventures, a venture capital company. CW Advisors serves a diverse client base including individuals, high-net-worth families, trusts, charitable organizations, pension plans, and corporations. The firm employs a core-and-satellite investment approach that combines active, passive, quantitative, and ESG strategies, and offers sub-advisory and operational outsourcing services through a dedicated business unit.