Congress Wealth Management
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Congress Wealth Management is a Boston-based, SEC-registered independent investment management firm.
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Paul Lonergan
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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
