Perfil
Paul Lonergan is currently the Chief Executive Officer at CW Advisors LLC since 2009 and the President at Congress Wealth Management Enhanced Yield Fund LP.
He completed his undergraduate degree at the University of Massachusetts Amherst.
Cargos activos de Paul Lonergan
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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. | Director Ejecutivo | 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. | Presidente | - |
Formación de Paul Lonergan.
University of Massachusetts Amherst | Undergraduate Degree |
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Relaciones de 1er grado
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Empresas relacionadas
Empresas privadas | 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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