Organizational Chart of CW Advisors

CW Advisors Org Chart

www.cwadvisorsgroup.com

has 28 executives
+1 617 428 7600

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CEO

Scott Dell'orfano
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Chairman of the Board

Paul Lonergan
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CFO

Erin Wendell
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Finance Planning & Analysis

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Accounting

J...
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Strategic Partnerships

R...
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President & COO

Rich Villiotte
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Operations

R...
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National Sales

R...
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President & Wealth

K...
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Wealth

J...
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Wealth

M...
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Wealth

J...
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Compliance & Legal

C...
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Investment

J...
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Quantitative Research

S...
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Investment Strategy

S...
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Investments

C...
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HR & Culture

T...
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HR

K...
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CTO

N...
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Executive Managing Director

M...
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Managing Director

C...
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Managing Director

G...
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Managing Director

M...
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Mid-Atlantic

M...
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Client Services, Mid-Atlantic

V...
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Integration & Client Experie...

K...
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Updated Mar 18, 2026
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