Meet Our Expert Team
The CW Advisors team embodies a wealth of experience and specialized knowledge across financial practices. Our experts collaborate to offer you consistent, informed guidance designed to enhance and protect your wealth. Get to know our dedicated team.
Paul Lonergan
Chief Executive Officer
Ken Zannoni, CFP®
President,
Chief Wealth Officer
Chief Wealth Officer
Rich Villiotte
President,
Chief Operating Officer
Chief Operating Officer
Jennifer DeSisto, CFA, CAIA®
Chief Investment Officer
Erin Wendell, CPA
Chief Financial Officer
Scott Dell’Orfano
Chief Strategic Officer
Candace Cavalier, Esq.
Chief Compliance Officer,
General Counsel
General Counsel
Michael Galvin, CFP®
Executive Managing Director
Matthew Bean
Client Advisor
Hillary Bender, FPQP™
Senior Relationship Manager,
Team Lead
Team Lead
John Berry, AAMS®
Wealth Manager
Christopher Bleuher
Managing Director
Scott Bracey
Portfolio Analyst
Robert Breslin, CFP®, CLU®
Wealth Manager
Reginald Burroughs, CFP®
Wealth Manager
Sarah Caine, CFP®
Wealth Manager
Ryan Carroll
Senior Vice President,
Strategic Partnerships
Strategic Partnerships
Lisa Cassidy
Senior Relationship Manager