What departments does CW Advisors have?

CW Advisors has employees across 9 departments including Finance, Human Resources, Engineering, Legal, Operations.

What is the largest department at CW Advisors?

The largest department at CW Advisors is Finance with 5 employees.

Where are CW Advisors employees located globally?

CW Advisors has employees across 2 continents and 2 countries including India, United States Of America.

How has CW Advisors's team size changed over time?

CW Advisors's team has grown from approximately 97 to 102 employees based on available data.

CW Advisors Employee Directory

Financial ServicesMassachusetts, United States51-200 Employees

CW Advisors is an SEC-registered investment management firm based in Boston, Massachusetts, serving high-net-worth individuals, families, foundations, and endowments. The firm provides an integrated suite of services that blends financial planning, investment consulting and management, and specialty offerings tailored to each client's needs. A team of seasoned investment professionals collaborates to deliver timely, well-reasoned investment decisions and objective advice.

CW Advisors emphasizes a service model focused on deeply understanding clients' situations and the personal and family dynamics that influence financial planning. In 2025 the firm expanded through the acquisition of Delta Financial Group, a New Jersey-based registered investment advisor.

CW Advisors Global Highlights

North America
176

United States Of America
176

Asia
1

India
1

CW Advisors's Leadership

P. L.
Chief Executive Officer
Mobile Phone
Email
J. D.
Chief Investment Officer
Mobile Phone
Email
T. G.
Chief People & Culture Officer
Mobile Phone
Email
N. C.
Chief Technology Officer
Mobile Phone
Email
C. C.
Chief Compliance Officer And General Counsel
Mobile Phone
Email
E. W.
Chief Financial Officer
Mobile Phone
Email
R. V.
President, Chief Operating Officer
Mobile Phone
Email
S. D.
Senior Vice President Of Investment Strategy
Mobile Phone
Email

CW Advisors Employee Metrics

100%

50%

0%

2026

2025

Banking
Finance
Engineering
Accounting
Community & Social Services
Other

Contact profiles from CW Advisors

Name

Title

Contact Info

Location

Last Update

J. D.
Chief Investment Officer
Mobile Phone
Email
United StatesMassachusetts
Apr 21, 2026
T. G.
Chief People & Culture Officer
Mobile Phone
Email
United StatesMassachusetts
Apr 21, 2026
N. C.
Chief Technology Officer
Mobile Phone
Email
United StatesKentucky
Apr 16, 2026
P. L.
Chief Executive Officer
Mobile Phone
Email
United StatesMassachusetts
Apr 16, 2026
C. C.
Chief Compliance Officer And General Counsel
Mobile Phone
Email
United StatesMassachusetts
Jun 03, 2026
E. W.
Chief Financial Officer
Mobile Phone
Email
United StatesMassachusetts
Apr 20, 2026
R. V.
President, Chief Operating Officer
Mobile Phone
Email
United StatesMassachusetts
Apr 15, 2026
S. D.
Senior Vice President Of Investment Strategy
Mobile Phone
Email
United StatesMaryland
Apr 21, 2026
C. H.
Senior Vice President Investments
Mobile Phone
Email
United StatesUtah
Feb 23, 2026
R. C.
Svp, Strategic Partnerships
Mobile Phone
Email
United StatesMassachusetts
May 28, 2026

Frequently Asked Questions

What is CW Advisors known for?

CW Advisors was founded in 2009 operates in the Financial Services industry. The company's main headquarters is located in 155 Seaport Boulevard Boston, Massachusetts 02210 United States; you can contact the main corporate office by phone at

+1-617-428-****

. Explore CW Advisors's company overview page for more information.

What is CW Advisors's most common email format?

CW Advisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more CW Advisors email formats with LeadIQ.

How many employees does CW Advisors have currently?

CW Advisors has approximately 145 employees as of May 2026. These team members are located across 2 continents, including North AmericaAsia.

Who are CW Advisors's key employees and leadership?

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

Chief Executive Officer: P. L.
Chief Investment Officer: J. D.
Chief People & Culture Officer: T. G.
Chief Technology Officer: N. C.
Chief Compliance Officer And General Counsel: C. C.

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CW Advisors Employee Directory

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