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

Erin Wendell

David Costigan

Michael Joyce

Nedim Celik

Michael Harty

Robert Driscoll

Candace Cavalier

Scott Dell’Orfano

Michael Galvin

Richard Barrett

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

This department focuses on managing and enhancing client relationships to drive satisfaction and loyalty.

Client Relationship Management

This department focuses on providing expert advice and support to clients, ensuring their needs are met and fostering strong relationships.

Client Services

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

This department oversees strategic direction and management of the organization.

Leadership

This department oversees the provision and enhancement of client services across various regions.

Congress Wealth Management

Org chart

Teams

Wealth Management Team

Client Relationship Management

Client Services

Client Relations

Leadership

Client Services Management

Offices

Congress Wealth Management

Org chart

Teams

Wealth Management Team

Client Relationship Management

Client Services

Client Relations

Leadership

Client Services Management

Offices

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