| Name | Title | Contact Details |
|---|---|---|
Miren Aparicio |
Head of Technology and Digital Assets Advisory | Profile |
Ziad Afra |
Chief Technology Officer | Profile |
Philip Law |
VP - Regional Information Security GRC and Audit and Regulatory Exams Response | Profile |
John Jenkin |
Head of Prime Services Technology | Profile |
Liza Mermegas |
Deputy CISO for CIB Americas and Head of Data Security | Profile |
Intercam Securities is a Miami, FL-based company in the Financial Services sector.
Camelback Community Bank is a Phoenix, AZ-based company in the Financial Services sector.
Grand Forks District Savings is a Grand Forks, BC-based company in the Financial Services sector.
Five Points Bank is a Grand Island, NE-based company in the Financial Services sector.
CW Advisors (formerly Congress Wealth Management LLC) is a SEC-registered investment management firm, developing innovative wealth solutions for high-net-worth individuals, families, foundations and endowments. Though each of our clients needs are unique, there are common threads to what they seek from our firm; to protect and grow assets, superior service, and sound, objective advice. We go well beyond the services traditionally associated with wealth management by providing a fully integrated approach to financial planning, investment consulting and management, and specialty services tailored to your needs. We provide our clients with access to a unique blend of seasoned investment professionals employing a collaborative process designed to reach timely, well-reasoned investment decisions. In addition, we provide an unparalleled customer service model designed to ensure a deep understanding of your situation and goals, and awareness of the personal and family/business dynamics that influence financial planning choices. Our goal is to serve as center of service and stability to assist clients with stewarding their wealth, thereby ensuring the preservation and growth of their financial assets. Registration does not imply a certain level of skill or training.