Pricing

Congress Wealth Management

1 follower

‌

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

Collapse

Ken Zannoni

Managing Partner

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

+19

Wealth Management Team

22 members

+12

Client Relations

15 members

+14

Leadership Team

17 members

Financial and Investment Team

7 members

Sales and Client Relations

3 members

Similar companies

Sezzle

9 followers

Altruist

11 followers

7 followers

Novo

4 followers

Truv

2 followers

Lucid Management and Capital Partners LP

1 follower

QuillBot

2 followers

GTreasury

2 followers

Bridgewater Associates

42 followers

MSCI

37 followers

Frontier Health

13 followers

Explore companies