![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>)
Profilo
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.
Posizioni attive di Paul Lonergan
| Società | Posizione | Inizio |
|---|---|---|
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. | Fondatore | 01/01/2009 |
Congress Wealth Management Enhanced Yield Fund LP
 Congress Wealth Management Enhanced Yield Fund LP Financial ConglomeratesFinance Functions as investment fund | Presidente | - |
Formazione di Paul Lonergan
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
16
Relazioni di 1° grado
3
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 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 |
