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

Finance

Investment Management

Congress Wealth Management

Congress Wealth Management's headquarters in Boston, MA, United States

Paul Lonergan

Richard Barrett

David Costigan

Michael Harty

Candace Cavalier

Robert Driscoll

Nedim Celik

Michael Galvin

Scott Dell’Orfano

Erin Wendell

Rich Villiotte

The Wealth Management Team at Congress Wealth Management provides customized investment strategies and financial planning services to clients. Comprised predominantly of Wealth Managers, supported by Principals and Client Advisors, the team focuses on delivering holistic wealth management solutions that align with clients' individual financial goals and needs.

Wealth Management Team

The Client Relations team at Congress Wealth Management focuses on maintaining and enhancing client satisfaction by managing client communications, addressing inquiries, and fostering strong, personalized relationships. They ensure clients are well-informed about their investments and provide exceptional service to support long-term client retention and growth.

Client Relations

The Leadership Team at Congress Wealth Management is responsible for setting the strategic direction of the firm, overseeing major business and investment decisions, and ensuring compliance with regulatory standards. This team plays a crucial role in driving growth, fostering key partnerships, enhancing client relations, and steering the firm's overall vision to maintain its standing as a leading independent investment management firm.

Leadership Team

The Financial and Investment Team at Congress Wealth Management is responsible for developing and executing investment strategies, overseeing trading activities, conducting quantitative research, maintaining compliance and accounting standards, and fostering strategic partnerships to drive business growth. This team ensures that client portfolios are managed effectively to achieve optimal financial outcomes.

Financial and Investment Team

The Sales and Client Relations team at Congress Wealth Management focuses on driving new business opportunities, maintaining client satisfaction, and providing support to financial advisors nationally. This includes internal sales consulting, managing client relationships, and ensuring efficient advisor support to enhance overall client experience and company growth.

Congress Wealth Management

Org chart

Teams

Wealth Management Team

Client Relations

Leadership Team

Financial and Investment Team

Sales and Client Relations

Offices

Congress Wealth Management

Org chart

Teams

Wealth Management Team

Client Relations

Leadership Team

Financial and Investment Team

Sales and Client Relations

Offices

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