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Congress Wealth Management

1 follower

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Congress Wealth Management is a Boston-based, SEC-registered independent investment management firm.

Industries

Finance, Investment Management

Headquarters

Boston, United States

Employees

51-200

Links

Org chart

Paul Lonergan
CEO
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Rich Villiotte
COO, Partner
Richard Barrett
Chief Investment Officer, Partner
Erin Wendell
CFO
Candace Cavalier
General Counsel & Chief Compliance Officer
Scott Dell’Orfano
Chief Strategic Officer
Michael Galvin
Executive Managing Director, Partner
Ryan Carroll
SVP of Strategic Partnerships

Teams

+16

Wealth Management Team

20 people · 0 jobs

+11

Client Relations

15 people · 0 jobs

+13

Leadership Team

17 people · 0 jobs

+3

Financial and Investment Team

7 people · 0 jobs

Sales and Client Relations

3 people · 0 jobs

Offices

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