Profile
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.
Paul Lonergan active positions
| Companies | Position | Start |
|---|---|---|
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. | Chief Executive Officer | 2009-03-31 |
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 | - |
Training of Paul Lonergan
| University of Massachusetts Amherst | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 2 |
|---|---|
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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