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Postes actifs de Paul Lonergan
Sociétés | Poste | Début | Fin |
---|---|---|---|
CW Advisors LLC
![]() CW Advisors LLC Investment ManagersFinance CW Advisors LLC (CWA) is an investment management firm and holding firm headquartered in Boston, Massachusetts. The firm was co-founded by Paul Lonergan and Ken Zannoni in 2009. CWA offers personalized investment management services to individuals, high-net worth individuals and families, trusts, estates, and charitable organizations, other investment advisors, corporations, and/or other business entities. | Directeur Général | 01/04/2009 | - |
President | 01/04/2009 | - | |
Congress Wealth Management Enhanced Yield Fund LP
![]() Congress Wealth Management Enhanced Yield Fund LP Financial ConglomeratesFinance Congress Wealth Management Enhanced Yield Fund LP provides investment services. The company is headquartered in Boston, MA. | President | - | - |
Historique de carrière de Paul Lonergan
Formation de Paul Lonergan
University of Massachusetts Amherst | Undergraduate Degree |
Statistiques
Internationale
Etats-Unis | 4 |
Opérationnelle
President | 2 |
Chief Executive Officer | 1 |
Undergraduate Degree | 1 |
Sectorielle
Finance | 3 |
Consumer Services | 2 |
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
Entreprise privées | 2 |
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CW Advisors LLC
![]() CW Advisors LLC Investment ManagersFinance CW Advisors LLC (CWA) is an investment management firm and holding firm headquartered in Boston, Massachusetts. The firm was co-founded by Paul Lonergan and Ken Zannoni in 2009. CWA offers personalized investment management services to individuals, high-net worth individuals and families, trusts, estates, and charitable organizations, other investment advisors, corporations, and/or other business entities. | Finance |
Congress Wealth Management Enhanced Yield Fund LP
![]() Congress Wealth Management Enhanced Yield Fund LP Financial ConglomeratesFinance Congress Wealth Management Enhanced Yield Fund LP provides investment services. The company is headquartered in Boston, MA. | Finance |
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