Congress Wealth Advisor Solutions has assembled an experienced group of wealth planning and investment experts, backed by a comprehensive team of dedicated specialists and support professionals.

Management Team
Peter McGratty

Peter McGratty, CFA®
Vice President Strategic Partnerships

Gary Seifrit

Gary Seifrit
Director of Strategic Partnerships

Investment Team
Carl-Noble-1801

Carl Noble, CFA®
Senior Vice President of Investments

sean_dillon_profile1

Sean Dillon CMT, CFTe®
Senior Vice President of Investment Strategies

sauro_locatelli_profile1

Sauro Locatelli CFA®, FRMTM
Director of Quantitative Research

jzimmermann_180

Joe Zimmermann
Head Trader

Ross Causley 180

Ross Causley
Trader

Financial Planning Team
kelly-wright-260

Kelly Wright, CFP®
Director of Wealth Management

Marketing Team
dave-poulos

David Poulos
Director of Marketing

Kelly-Oneill

Kelly O’Neill
Marketing Manager

Client Services Team
Kristen-Tucker-180

Kristin Tucker CFP®
Director of Client Relations

Steven Ramina

Steven Ramina, CFP®, ChFC®
Operations Manager

Karima Escalona

Karima Escalona, FPQPTM
Senior Operations Specialist

Kathy Beers Black background

Kathy Beers, FPQPTM
Operations Analyst

Leave a Reply