Paul Lonergan

CEO at CW Advisors

Speaker

Before co-founding CW Advisors in 2009, I served as President of Congress Trust. Prior to that, I was Senior Vice President at SEI Investments where I led the firm’s family offices in Boston and London.

In addition to leading CW Advisors, I am committed to bettering the local community through my involvement with industry leadership groups, non-profit organizations, and schools, with a focus on education and disadvantaged communities.

• Trustee – University of Massachusetts Building Authority
• Charter Member - Fidelity Wealth Advisor Solutions Council
• Board Member – Labouré Center in South Boston
• Trustee – Lawrence Catholic Academy
• Trustee – Regis College
• Adjunct Professor – Regis College
• Emeritus Trustee – Cristo Rey Boston High School
• Management Committee – Congress Asset Management