![Paul Lonergan](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Paul Lonergan active positions
Companies | Position | Start | End |
---|---|---|---|
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 | - |
President | 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 | - | - |
Career history of Paul Lonergan
Training of Paul Lonergan
University of Massachusetts Amherst | Undergraduate Degree |
Statistics
International
United States | 4 |
Operational
President | 2 |
Chief Executive Officer | 1 |
Undergraduate Degree | 1 |
Sectoral
Finance | 3 |
Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
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 |
- Stock Market
- Insiders
- Paul Lonergan
- Experience