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Congress Wealth Management

73 people · 0 jobs
‌

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
Ryan Carroll
SVP of Strategic Partnerships
Nedim Celik
Chief Technology Officer
Robert Driscoll
SVP of Business Development
Clinton Lynch
Managing Director

Teams

+16

Wealth Management Team

20 people · 0 jobs

+10

Client Relations

14 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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