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Congress Wealth Management

73 people · 0 jobs
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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
Scott Dell’Orfano
Chief Strategic Officer
Michael Galvin
Executive Managing Director, Partner
Nedim Celik
Chief Technology Officer
Robert Driscoll
SVP of Business Development
Candace Cavalier
General Counsel & Chief Compliance Officer
Michael Harty
Managing Director
David Costigan
SVP

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