Pricing

Congress Wealth Management

1 follower

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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

Paul Lonergan

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Rich Villiotte

COO, Partner

Richard Barrett

Chief Investment Officer, Partner

Erin Wendell

CFO

Candace Cavalier

General Counsel & Chief Compliance Officer

Scott Dell’Orfano

Chief Strategic Officer

Michael Galvin

Executive Managing Director, Partner

Teams

+18

Wealth Management Team

21 members

+12

Client Relations

15 members

+14

Leadership Team

17 members

Financial and Investment Team

7 members

Sales and Client Relations

3 members

Offices

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