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CW Advisors Employee Directory

Financial ServicesMassachusetts, United States51-200 Employees

CW Advisors has about 159 employees, all of them in North America. Banking and Finance make up over half of the profiles with a known department. CW Advisors's workforce spans 8 departments.

Find CW Advisors employees' phone numbers or email addresses

CW Advisors Global Highlights

Location
Employees

North America
169

Minus sign iconPlus sign icon
  • United States Of America
    169

CW Advisors's Leadership

  • Director Of Client Services, Mid-Atlantic at CW Advisors
    S. F.
    Director Of Client Services, Mid-Atlantic
    Mobile Phone
  • Director Of Strategic Partnerships at CW Advisors
    G. S.
    Director Of Strategic Partnerships
    Mobile Phone
  • Client Relationship Manager at CW Advisors
    G. C.
    Client Relationship Manager
    Mobile Phone
  • Marketing Manager At Cw Advisors at CW Advisors
    A. M.
    Marketing Manager At Cw Advisors
    Mobile Phone
  • Relationship Manager (acquired Parsons Capital Management) at CW Advisors
    S. M.
    Relationship Manager (acquired Parsons Capital Management)
    Mobile Phone
  • Wealth Manager, Principal at CW Advisors
    D. K.
    Wealth Manager, Principal
    Mobile Phone
  • Wealth Manager at CW Advisors
    M. G.
    Wealth Manager
    Mobile Phone
  • Human Resources Manager at CW Advisors
    K. K. S.
    Human Resources Manager
    Mobile Phone

CW Advisors Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Finance
  • Engineering
  • Accounting
  • Community & Social Services
  • Other

Banking is the largest department at 87% of profiles with a known department, followed by Finance (5%) and Engineering (2%).

Contact profiles from CW Advisors

Name
Title
Contact
Location
Last Update
  • Director Of Client Services, Mid-Atlantic at CW Advisors
    S. F.
    Director Of Client Services, Mid-Atlantic
    Mobile Phone
    Oct 06, 2026
  • Director Of Strategic Partnerships at CW Advisors
    G. S.
    Director Of Strategic Partnerships
    Mobile Phone
    Oct 16, 2024
  • Client Relationship Manager at CW Advisors
    G. C.
    Client Relationship Manager
    Mobile Phone
    Apr 15, 2026
  • Marketing Manager At Cw Advisors at CW Advisors
    A. M.
    Marketing Manager At Cw Advisors
    Mobile Phone
    Oct 06, 2026
  • Relationship Manager (acquired Parsons Capital Management) at CW Advisors
    S. M.
    Relationship Manager (acquired Parsons Capital Management)
    Mobile Phone
    Feb 23, 2026
  • Wealth Manager, Principal at CW Advisors
    D. K.
    Wealth Manager, Principal
    Mobile Phone
    Oct 17, 2026
  • Wealth Manager at CW Advisors
    M. G.
    Wealth Manager
    Mobile Phone
    Sep 25, 2026
  • Human Resources Manager at CW Advisors
    K. K. S.
    Human Resources Manager
    Mobile Phone
    Jun 25, 2026
  • Senior Operations Specialist at CW Advisors
    K. E.
    Senior Operations Specialist
    Mobile Phone
    Oct 23, 2024
  • Senior Planning Associate at CW Advisors
    M. M.
    Senior Planning Associate
    Mobile Phone
    Oct 23, 2024

Frequently Asked Questions

What are the largest departments at CW Advisors?

Minus sign iconPlus sign iconBanking is the largest department at 87% of profiles with a known department, followed by Finance (5%) and Engineering (2%). CW Advisors's workforce spans 8 departments.

How many employees does CW Advisors have currently?

Minus sign iconPlus sign iconCW Advisors has approximately 159 employees as of October 2026. These team members are located across 1 continents, including North America.

Who are CW Advisors's key employees and leadership?

Minus sign iconPlus sign icon

As of October 2026, CW Advisors's key employees include:

  • Director Of Client Services, Mid-Atlantic: S. F.
  • Director Of Strategic Partnerships: G. S.
  • Client Relationship Manager: G. C.
  • Marketing Manager At Cw Advisors: A. M.
  • Relationship Manager (acquired Parsons Capital Management): S. M.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

What is CW Advisors's most common email format?

Minus sign iconPlus sign iconCW Advisors employees' email format typically follows the pattern of FLast@congresswealth.com. Trying to find reliable and up-to-date employee contact data? Find more CW Advisors email formats with LeadIQ.

What is CW Advisors known for?

Minus sign iconPlus sign iconCW Advisors was founded in 2009 and operates in the Financial Services industry. You can contact CW Advisors's main corporate office by phone at
+1-617-428-****
. Explore CW Advisors's company overview page for more information.

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