Our Team

We’re Congress Wealth Management – a passionate, hard-working team with a strong desire to help people. Since we greatly value getting to know our clients, we wanted to give you a way to get to know us.

Leadership

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Richard Barrett

Chief Investment Officer | Boston, MA

Get to know Richard Barrett
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Rich Villiotte

Partner, Chief Operating Officer | Boston, MA

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Candace Cavalier

Chief Compliance Officer | Boston, MA

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Gerald Graves

Managing Partner | Orange County, CA

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Michael Galvin, CFP®

Partner, Director of Family Office Services | Boston, MA

Get to know Michael Galvin, CFP®

Client Relationship Team

Chris G. Dudley, CFP®

Senior VP of West Coast Advisory | Orange County, CA

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John Berry, AAMS®

Financial Advisor | Boston, MA

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Jennifer Gates

Financial Advisor | Boston, MA

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Michael Harty, CFA®

Financial Advisor | Scottsdale, AZ

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Meghan Leach

Senior Relationship Manager | Boston, MA

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Sarah Pearce

Senior Relationship Manager | Orange County, CA

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Matthew Bean

Relationship Manager | Boston, MA

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Jon Finn

Relationship Manager | Westport, CT

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Ronald G. Glenn

Relationship Manager | Boston, MA

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Ryan Igoe

Relationship Manager | Boston, MA

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Meghan Lee

Relationship Manager | Boston, MA

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Lauren Smith

Relationship Manager | Boston, MA

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Business Development

Ryan Carroll

Director of Strategic Partnerships

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Robert Driscoll

Vice President, Business Development | Boston, MA

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Additional Oversight

Solange Depina

Office Manager | Boston, MA

Get to know Solange Depina