CW Advisors, LLC

John Berry is a financial advisor at CW Advisors, LLC in Boston, MA, holding Series 63 and Series 66 licenses with 12 years of industry experience. He has been with Congress Wealth Management, LLC since 2016, which is affiliated with CW Advisors. CW Advisors serves a diverse client base including individuals, high-net-worth families, trusts, estates, charitable organizations, corporations, and pension plans. The firm employs a core-and-satellite investment approach that integrates active, passive, quantitative, and environmentally conscious strategies, often utilizing third-party money managers while maintaining portfolio oversight and discretionary authority.

Christopher Heyman is a CFA® charterholder with 15 years of industry experience. He is currently with CW Advisors, LLC and previously worked at Rovin Capital and Accuvest Global Advisors. Heyman serves as a manager for Six Peak Capital Management, LLC, overseeing special purpose vehicle entities, and participates on the Rovin Capital Investment Committee. CW Advisors serves individuals, high-net-worth families, trusts, estates, charitable organizations, corporations, pension and profit-sharing plans, private funds, and other registered investment advisers. The firm employs a core-and-satellite investment approach incorporating active, passive, quantitative, and environmentally conscious strategies across various asset classes, and provides wealth management, retirement plan advisory, family office, and sub-advisory services.

Christine Lawless is a CFP® professional with 10 years of industry experience. She currently works at CW Advisors, LLC and has been with Congress Wealth Management LLC since 2013. CW Advisors serves individuals, high-net-worth families, trusts, estates, charitable organizations, corporations, pension and profit-sharing plans, private funds, and other registered investment advisers. The firm employs a core-and-satellite investment approach combining active, passive, quantitative, and environmentally conscious strategies, while providing wealth management, portfolio management, retirement plan advisory, family office, and financial planning services.

Thomas Reilly is a financial advisor at CW Advisors, LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with CW Advisors since 2025. Reilly is also the founder and managing member of Point Allerton LLC, a private fund manager established in 2003. Outside of investment activities, he is a licensed insurance agent involved in insurance sales and recommendations. CW Advisors serves individuals, families, trusts, charitable organizations, corporations, pension plans, private funds, and other registered investment advisers. The firm employs a core-and-satellite investment approach combining active, passive, quantitative, and environmentally conscious strategies across various asset classes while providing wealth management, financial planning, and sub-advisory services.

Scott Edwards is a financial advisor at CW Advisors, LLC with two years of industry experience. He holds the Series 65 designation and previously worked at Rovin Capital and in various roles outside finance, including pest control and education. Edwards is also a licensed real estate agent in Lehi, Utah, assisting clients with property transactions on a limited basis. CW Advisors serves individuals, high-net-worth families, trusts, estates, charitable organizations, corporations, and pension plans, offering wealth management, investment portfolio management, retirement plan advisory, family office, and financial planning services. The firm employs a core-and-satellite investment approach combining active, passive, quantitative, and environmentally conscious strategies across diverse asset classes and frequently utilizes third-party money managers while maintaining portfolio oversight.

Brendan Collins is a CFP® with 11 years of industry experience, currently serving at CW Advisors, LLC. His prior roles include positions at Congress Wealth Management LLC, UBS Financial Services, and Fidelity. CW Advisors serves individuals, high-net-worth families, trusts, estates, charitable organizations, corporations, pension and profit-sharing plans, and other registered investment advisers. The firm employs a core-and-satellite investment approach combining active, passive, quantitative, and environmentally conscious strategies, with services including wealth management, retirement plan advisory, family office support, and sub-advisory solutions.

Andrew Stange is a CFP® with 13 years of industry experience, currently serving as a financial advisor at CW Advisors, LLC. His prior roles include positions at Rovin Capital and Fidelity, where he worked for a combined 14 years. CW Advisors serves individuals, high-net-worth families, trusts, estates, charitable organizations, and other entities, offering wealth management, investment portfolio management, retirement plan advisory, family office, and financial planning services. The firm employs a core-and-satellite investment approach that integrates active, passive, quantitative, and environmentally conscious strategies across various asset classes and frequently utilizes third-party money managers while maintaining portfolio oversight.

Michael Staffieri is a financial advisor at CW Advisors, LLC with 40 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. His prior experience includes long tenures at Rovin Capital and First Allied Advisory Services. Outside of his advisory role, he serves as a trustee for the Seacology Foundation and New Neighbor Relief Foundation and acts as treasurer for the Four Peaks Little League, where he helps review league finances and supports youth baseball. CW Advisors serves individuals, high-net-worth families, trusts, estates, and various institutional clients by providing wealth management, investment portfolio management, retirement plan advisory, and family office services. The firm employs a core-and-satellite investment approach incorporating active, passive, quantitative, and environmentally conscious strategies, and offers sub-advisory and operational outsourcing through its CW Advisor Solutions division.

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 individuals, high-net-worth families, trusts, estates, charitable organizations, corporations, pension and profit-sharing plans, private funds, and other registered investment advisers. The firm employs a core-and-satellite investment approach that integrates active, passive, quantitative, and environmentally conscious strategies across various asset types, offering tailored portfolio management and wealth planning services.

Michael Green is a CFP® professional with 13 years of experience in financial advising. He is currently with CW Advisors, LLC and previously worked at Pinnacle Advisory Group, Inc. from 2012 to 2021. CW Advisors serves individuals, high-net-worth families, trusts, estates, charitable organizations, corporations, pension and profit-sharing plans, private funds, and registered investment advisers. The firm employs a core-and-satellite investment framework incorporating active, passive, quantitative, and environmentally conscious strategies, and provides wealth management, retirement plan advisory, family office, and financial planning services.

Charles Verruggio is a financial advisor at CW Advisors, LLC in Pittsburgh, PA, holding Series 65 and Series 66 licenses with 13 years of industry experience. He previously worked at Wolf Group Capital Advisors from 2012 to 2025 before joining CW Advisors. CW Advisors serves individuals, high-net-worth families, trusts, estates, charitable organizations, corporations, pension and profit-sharing plans, private funds, and other registered investment advisers. The firm offers wealth management, investment portfolio management, retirement plan advisory, family office and financial planning services, and provides sub-advisory and operational outsourcing through its CW Advisor Solutions division, using a core-and-satellite investment framework that incorporates active, passive, quantitative, and environmentally conscious strategies.

Michael Shires is a CFP® with nine years of industry experience, currently serving as a financial advisor at CW Advisors, LLC. He previously worked at Pinnacle Advisory Group, Inc. from 2015 to 2021. CW Advisors serves individuals, high-net-worth families, trusts, estates, charitable organizations, corporations, and other entities, offering wealth management, investment portfolio management, retirement plan advisory, family office, and financial planning services. The firm employs a core-and-satellite investment framework that integrates active, passive, quantitative, and environmentally conscious strategies, often allocating to third-party managers while maintaining portfolio oversight.

Andrew Gary is a CFP® with seven years of industry experience. He is currently with CW Advisors, LLC and has previously worked at Wolf Group Capital Advisors, Preston Wealth Advisors, Mason Investment Advisory Services, United Capital Financial Advisers, and Northwestern Mutual Investment Management. CW Advisors serves individuals, high-net-worth families, trusts, estates, charitable organizations, corporations, pension and profit-sharing plans, private funds, and other registered investment advisers. The firm employs a core-and-satellite investment framework combining active, passive, quantitative, and environmentally conscious strategies, and provides wealth management, retirement plan advisory, family office, financial planning, and sub-advisory services.

Michael Harty is a CFA® charterholder with 15 years of industry experience. He has worked at CW Advisors, LLC since 2019, following positions at Charles Schwab Bank and OptionsXpress, Inc. Prior to that, he spent nine years at Charles Schwab. CW Advisors serves individuals, high-net-worth families, trusts, estates, charitable organizations, corporations, pension and profit-sharing plans, private funds, and other registered investment advisers. The firm employs a core-and-satellite investment approach incorporating active, passive, quantitative, and environmentally conscious strategies, and offers wealth management, retirement planning, family office services, and sub-advisory support within a broader corporate ecosystem.

Eric Zeltner is a CFP® and holds a Series 66 license with 11 years of industry experience. He is currently with CW Advisors, LLC and has previously worked at Congress Wealth Management LLC, MainLine Securities LLC, MainLine Private Wealth, LLC, Stifel Nicolaus & Co Inc, Bank of America, N.A., and Merrill. CW Advisors serves individuals, high-net-worth families, trusts, estates, charitable organizations, corporations, pension and profit-sharing plans, private funds, and other registered investment advisers. The firm employs a core-and-satellite investment framework combining active, passive, quantitative, and environmentally conscious strategies across various asset classes, while offering wealth management, retirement plan advisory, family office, and financial planning services.