![Paul Lonergan](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profil
Mr. Paul Lonergan is a Strategic Advisor at CW Advisors LLC and a President at Congress Wealth Management Enhanced Yield Fund LP.
Before co-founding CW Advisors in 2009,Mr. Lonergan served as President of Congress Trust.
Prior to that, he was Senior Vice President at SEI Investments where he led the firm’s family offices in Boston and London.
He received his undergraduate degree from the University of Massachusetts Amherst.
Postes actifs de Paul Lonergan
| Sociétés | Poste | Début |
|---|---|---|
CW Advisors LLC
 CW Advisors LLC Investment ManagersFinance CWA aims to preserve and grow wealth that fuels passion and creates legacies with plans custom-tailored to each of their clients. The firm builds optimized, efficient portfolios that seek to maximize the amount of potential return for a given level of risk. | Fondateur | 01/01/2009 |
Congress Wealth Management Enhanced Yield Fund LP
 Congress Wealth Management Enhanced Yield Fund LP Financial ConglomeratesFinance Functions as investment fund | President | - |
Formation de Paul Lonergan
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
16
Relations au 1er degré
3
Entreprises liées au 1er degré
Homme
Femme
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Sociétés liées
| Entreprise privées | 3 |
|---|---|
CW Advisors LLC
CW Advisors LLC Investment ManagersFinance CWA aims to preserve and grow wealth that fuels passion and creates legacies with plans custom-tailored to each of their clients. The firm builds optimized, efficient portfolios that seek to maximize the amount of potential return for a given level of risk. | Finance |
Congress Wealth Management Enhanced Yield Fund LP
Congress Wealth Management Enhanced Yield Fund LP Financial ConglomeratesFinance Functions as investment fund | Finance |
University of Massachusetts Amherst
 University of Massachusetts Amherst Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
