Congress Asset Management
John Lonergan has extensive experience in the financial services industry, having held various leadership roles at companies such as Congress Asset Management, Fidelity Institutional Wealth Services, SEI Investments, ING, and Keyport Life Insurance. John was a top producer in their unit multiple times and holds a degree from Fairfield University.
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Congress Asset Management
Congress Asset Management is a privately owned investment management firm based in Boston, MA. The firm manages equity, fixed income, and private equity assets on behalf of institutions, financial intermediaries, and individuals. The firm was founded in 1985 and built with a focus on capital preservation and the conviction that the needs of the client come first.