Profil
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.
Aktive Positionen von Paul Lonergan
| Unternehmen | Position | Beginn |
|---|---|---|
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. | Vorstandsvorsitzender | 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. | Präsident | - |
Ausbildung von Paul Lonergan
| University of Massachusetts Amherst | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 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 |
