Your 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.

We will be making edits to our team page as we welcome our new employees from Pinnacle Advisory Group. Please click here to find contact information for employees in our Columbia, MD and Miami, FL offices.

Leadership

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Richard Barrett

Chief Investment Officer, Partner | Boston, MA

Get to know Richard Barrett
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Rich Villiotte

Chief Operating Officer, Partner | Boston, MA

Get to know Rich Villiotte
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Candace Cavalier

Chief Compliance Officer | Boston, MA

Get to know Candace Cavalier
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Michael Galvin, CFP®

Managing Director, Partner | Boston, MA

Get to know Michael Galvin, CFP®
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Gerald Graves

Managing Director | Orange County, CA

Get to know Gerald Graves

Client Relationship Team

Christopher J. Bleuher

Managing Director | Avila Beach, CA

Get to know Christopher J. Bleuher

David Costigan, CFP®

Senior Vice President | Boca Raton FL

Get to know David Costigan, CFP®

Chris G. Dudley, CFP®

Senior Vice President | Orange County, CA

Get to know Chris G. Dudley, CFP®

Tom O’Sullivan

Senior Vice President | Orange County, CA

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John Berry, AAMS®

Financial Advisor | Boston, MA

Get to know John Berry, AAMS®

Jennifer Gates

Financial Advisor | Boston, MA

Get to know Jennifer Gates

Michael Harty, CFA®

Financial Advisor | Scottsdale, AZ

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Meghan Joyce

Director of Advisor Support | Boston, MA

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Matthew Bean

Senior Relationship Manager | Boston, MA

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Jen Tucker

Senior Relationship Manager | Avila Beach, CA

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Robert Celado

Relationship Manager | Boston, MA

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Jon Finn

Relationship Manager | Westport, CT

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Griffin Graves

Relationship Manager | Orange County, CA

Get to know Griffin Graves

Ryan Igoe

Relationship Manager | Boston, MA

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Meghan Lee

Relationship Manager | Boston, MA

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Brendan Lortie

Relationship Manager | Boston, MA

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Caleigh Nolan

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

Alexandra Joersz

Administrative Assistant | Avila Beach, CA

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Solange Depina

Office Manager | Boston, MA

Get to know Solange Depina