Paul Lonergan

Chief Executive Officer at CW Advisors LLC

Finance

Consumer Services

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	31/03/2009	-
	President	31/03/2009	-
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.	President	-	-

University of Massachusetts Amherst

Undergraduate Degree

International

United States

Operational

Sectoral

Finance	3
Consumer Services	2

Positions held

Active

Inactive

Listed companies

Private 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

Private companies

Finance