Your Hands‑on Partners

Our team is committed to understanding and serving your unique needs. Whether it’s wealth management, financial planning, or investment strategies, we provide you with comprehensive, tailored solutions that lead to new dimensions of financial growth.

Your Hands‑on Partners

Our team is committed to understanding and serving your unique needs. Whether it’s wealth management, financial planning, or investment strategies, we provide you with comprehensive, tailored solutions that lead to new dimensions of financial growth.

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.

Ken Zannoni, CFP<sup>®</sup> Picture

Ken Zannoni, CFP^®

President,
Chief Wealth Officer

Jennifer DeSisto, CFA, CAIA<sup>®</sup> Picture

Jennifer DeSisto, CFA, CAIA^®

Chief Investment Officer

Michael Galvin, CFP<sup>®</sup> Picture

Michael Galvin, CFP^®

Executive Managing Director

Andrea Antonelli Picture

Andrea Antonelli

Relationship Manager,
Team Lead

Will Heavey Picture

Relationship Manager

Nelly Xavier Picture

Managing Director

Matthew Bean Picture

Sean Dillon, CMT, CFTe Picture

Sean Dillon, CMT, CFTe

Senior Vice President,
Investment Strategy

Emily Kamen, CFP<sup>®</sup> Picture

Emily Kamen, CFP^®

Jack Kennedy Picture

Relationship Manager

Sauro Locatelli, CFA, FRM<sup>®</sup>, SCR<sup>®</sup> Picture

Sauro Locatelli, CFA, FRM^®, SCR^®

Director of Quantitative Research

Carl Noble, CFA Picture

Carl Noble, CFA

Senior Vice President,
Investments

Josh Peabody Picture

Vice President,
Client and Advisor Solutions

David Turbiner, MBA, JD Picture

David Turbiner, MBA, JD

Wealth Manager,
Principal

Greg Wilent, CFA, CAIA<sup>®</sup> Picture

Greg Wilent, CFA, CAIA^®

Director of Investment Research

Elise Wolk Picture

Relationship Manager