Congress Wealth Management

Description

Address: 250 Northern Ave, Boston, MA 02210 Phone: (617) 428-7600: : Website: Category: : Place name: : : Hours: : Website: http://congresswealth.com/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Congress Wealth Management Posting publicly on the Web Write a review Reviews 1 Google review

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Congress Wealth Management Employees

Employee
Years
Job
Industry
Charles 'Riggs' Raymond Charles 'Riggs' Raymond Hingham, Massachusetts Details
Charles 'Riggs' Raymond's Congress Wealth Management Experience June 2012 - August 2012
Job Assurance Intern at EY
Industry Accounting
Experience
EY  January 2015 - Present
Wellington Management  June 2013 - December 2013
Congress Wealth Management   June 2012 - August 2012

Skills
Microsoft Excel, Microsoft Office, Financial Accounting, PowerPoint, Finance, Leadership, Teamwork, Accounts Receivable, Asset Management, Financial Reporting, Microsoft Word, Financial Analysis, Facebook, Instagram, Chinese culture, International Business

Education
Northeastern University   2012 — 2015
Accounting and Finance

The Chinese University of Hong Kong   2014 — 2014

Fairfield University   2011 — 2012
Accounting

Thayer Academy   2008 — 2011
Diploma

Timothy Lonergan Timothy Lonergan Greater Boston Area Details
Timothy Lonergan's Congress Wealth Management Experience May 2013 - August 2014
Job Business Development Associate at Boston Private Wealth LLC
Industry Investment Management
Experience
Boston Private Wealth LLC  May 2015 - Present
Congress Wealth Management   May 2013 - August 2014

Skills
Microsoft Excel, Microsoft Office, PowerPoint, Teamwork, Microsoft Word, Social Media, Public Speaking, Leadership, Time Management, Research, Event Planning, Investments, Management, Customer Service, Social Networking

Education
University of New Hampshire   2011 — 2015
Bachelor of Arts (B.A.), Political Science and Government

Caroline Noschese Caroline Noschese Scituate, Massachusetts Details
Caroline Noschese's Congress Wealth Management Experience October 2010 - July 2011
Job Math TeacherTutor (512)
Industry Higher Education
Experience
Norwell, MA & Scituate, MA Public School Systems   January 2012 - June 2014
Education Inc.  October 2013 - April 2014
Smarties Tutoring Services  March 2012 - June 2012
Boston Investment Staffing Group, Inc.   July 2011 - December 2011
Congress Wealth Management   October 2010 - July 2011
NewStar Financial, Inc.   March 2007 - May 2010
Boston Networking Group  February 2006 - February 2007
Massachusetts Financial Services  January 2004 - February 2006

Skills
Teaching, Mathematics Education, Academic Tutoring, Passion for Quality, Customer Service, Passion for Helping..., Building Relationships, Strategic Human..., Highly skilled..., Program Management, Project Management, Team Management, Workforce Planning, Organizational..., Startup Development, From Conception to..., Sourcing, Recruiting, College Recruiting, Graduate Recruitment, Screening Resumes, Interviews, Hiring, Onboarding, Employee Training, New Hire Orientations, Coaching, Employee Management, Staff Supervision, Training, Performance Management, HR Policies, Succession Planning, Deferred Compensation, Resume Writing, Financial Services, CRM, Always Willing to Learn, Staff Development, Cold Calling, Staffing Services, Social Networking, Mutual Funds, Critical Thinking

Education
MTEL(09): High School Mathematics Certification Exam (9-12)   2015 — 2015
Massachusetts Educator Licensure Certification (MTEL); Mathematics (Grades 9-12), TBD

MTEL(47): Middle School Mathematics Certification Exam (5-8) (Test has been scheduled: 02/2015)   2015 — 2015
Mathematics Massachusetts Educator Licensure Certification (Grades 5-8)

*MTEL(01): Certified*   2012 — 2012
Communication & Literacy Teaching Certified

Suffolk University   2008 — 2009
Certificate

Fairfield University   1999 — 2003
Bachelor of Arts (BA)

Katie Enista Katie Enista Boston, Massachusetts Details
Katie Enista's Congress Wealth Management Experience May 2015 - Present
Job VP, Business Development at Congress Wealth Management
Industry Financial Services
Experience
Congress Wealth Management   May 2015 - Present
J.P. Morgan   June 2013 - May 2015
AllianceBernstein  February 2011 - June 2013
AllianceBernstein  January 2008 - February 2011
Cadwalader, Wickersham & Taft LLP   2007 - 2008

Skills
Series 7, Alternative Investments, Asset Allocation, Series 63, Securities, Asset Management, Equities, Investments, Mutual Funds, Fixed Income, Wealth Management, Capital Markets, Investment Management, Investment Strategies, Separately Managed...

Education
Union College   2003 — 2007
BA, Political Science

Middlesex School

Matthew P. Leahy, CFA Matthew P. Leahy, CFA Greater Boston Area Details
Matthew P. Leahy, CFA's Congress Wealth Management Experience January 2011 - December 2011
Job Consultant Relations at Congress Asset Management
Industry Investment Management
Experience
Congress Asset Management  January 2012 - Present
Congress Wealth Management   January 2011 - December 2011
Congress Asset Management  May 2010 - December 2010
Congress Asset Management  January 2007 - December 2010
Congress Asset Management  October 2005 - March 2007
Congress Asset Management  June 2002 - September 2005

Skills
Portfolio Management, Asset Management, Asset Managment, Equities, Securities, Trading, Series 63, Asset Allocation, Series 6, Equity Research, Hedge Funds, Institutional...

Education
Boston College - Wallace E. Carroll Graduate School of Management   2007 — 2011
MBA

University of Vermont   1996 — 2000
Bachelor of Science, BS Finance

Kira Gale Kira Gale Cambridge, Massachusetts Details
Kira Gale's Congress Wealth Management Experience March 2015 - May 2015
Job Customer Advocacy Intern at Iron Mountain
Industry Financial Services
Experience
Iron Mountain  August 2015 - Present
Iron Mountain  June 2015 - Present
Congress Wealth Management   March 2015 - May 2015
First Strike Media, LLC   May 2014 - August 2014
East Meets West Catering  May 2013 - August 2013
Origins  June 2012 - March 2013

Skills
PowerPoint, Event Planning, Retail Sales, Fashion, Customer Service, Sales, Marketing, Social Media, Product Knowledge, Visual Merchandising, Profit, Facebook, Organization, Charismatic Leadership, Maintaining Strong..., Cosmetics, Exceed Sales Goals, Inventory, CRM, Salesforce.com, Analytics, Microsoft Excel

Education
Bentley University   2012 — 2016
Economics-Finance, Junior

University of Virginia, Semester at Sea
Junior

Cambridge Rindge and Latin High School   2009 — 2012

Buckingham Browne and Nichols High School   2007 — 2009

Peter Andersen CFA Peter Andersen CFA Boston, Massachusetts Details
Peter Andersen CFA's Congress Wealth Management Experience 2003 - Present
Job Chief Investment Officer,Partner/Congress Wealth Mgmt; Portfolio Manager/Congress Asset Management
Industry Investment Management
Experience
Congress Wealth Management   2003 - Present
Delaware/Conseco   July 1997 - December 2002
Colonial Management  1993 - 1997

Skills
Long/Short Equity..., Asset Allocation, Investment Advisor, Asset Management, Alternative Investments, Fixed Income, Investments, Equities, Investment Management, Mutual Funds, Hedge Funds, Portfolio Management, Bonds, Global Macro, Equity Research, Investment Advisory, Investment Strategies, Bloomberg, Wealth Management, Value Investing, High Yield, Trading, Private Equity, Family Office, Finance, Due Diligence, Capital Markets

Education
Harvard University
MPA

Yale University
MS

Shannon (Green) McKenna Shannon (Green) McKenna Greater Boston Area Details
Shannon (Green) McKenna's Congress Wealth Management Experience January 2013 - Present
Job Senior Financial Advisor at Congress Wealth Management
Industry Financial Services
Experience
Congress Wealth Management   January 2013 - Present
Shepherd Kaplan LLC  July 2006 - January 2013
Shepherd Kaplan   July 2006 - January 2013
Charles Schwab & Co., Inc.   January 2005 - July 2006
Charles Schwab  August 2002 - December 2004
Charles Schwab  October 1999 - August 2002
SalesLink  August 1998 - August 1999

Skills
Retirement Planning, Investments, Wealth, Wealth Management..., High Net Worth..., Investment Advisory, 401k, Retirement, Alternative Investments, Pensions, Asset Managment, Portfolio Management, Defined Benefit, Series 7, Series 63, Uniform Combined State..., Hedge Funds, Private Equity, Mutual Funds, Wealth Management, Financial Services, Financial Advisory, Asset Management

Education
Saint Michael's College   1994 — 1998
BA

Boston University   2008 — 2010
CFP

Christine Winters, CFP® Christine Winters, CFP® Greater Boston Area Details
Christine Winters, CFP®'s Congress Wealth Management Experience June 2015 - Present
Job Financial Advisor at Congress Wealth Management
Industry Financial Services
Experience
Congress Wealth Management   June 2015 - Present
Congress Wealth Management   December 2013 - June 2015
Daintree Advisors LLC  May 2012 - December 2013
Shepherd Kaplan LLC  August 2010 - May 2012
C.H. Robinson Worldwide, Inc.   September 2009 - August 2010
Pioneer Investments  May 2008 - August 2008
NBC News  January 2008 - April 2008

Skills
Investments, Portfolio Management, Wealth Management, Asset Allocation, Financial Planning, Mutual Funds

Education
College of the Holy Cross   2005 — 2009
Bachelor of Arts, History and Political Science

Boston University   2012 — 2014
CERTIFIED FINANCIAL PLANNER™

Colleen E. Sylvester Colleen E. Sylvester Greater New York City Area Details
Colleen E. Sylvester's Congress Wealth Management Experience July 2008 - July 2010
Job Investment Management Consultant | iShares by Blackrock
Industry Financial Services
Experience
BlackRock  March 2012 - Present
BlackRock  July 2010 - May 2012
Congress Wealth Management   July 2008 - July 2010
Advanced Resources Marketing  September 2003 - July 2008

Skills
Series 7, Series 66

Education
Boston University
Management

Anabela Salgado Anabela Salgado Greater Boston Area Details
Anabela Salgado's Congress Wealth Management Experience January 2011 - July 2014
Job Relationship Manager at Congress Capital Partners
Industry Financial Services
Experience
Congress Capital Partners   July 2014 - Present
Congress Wealth Management   January 2011 - July 2014
Fidelity Charitable Services  December 2006 - January 2011

Skills
Sales, Sales Operations, Mutual Funds, Series 7, Investments, Alternative Investments, Asset Management, Wealth Management, Series 63, Financial Services, Relationship Management, Investment Advisory

Education
Johnson and Wales University   2002 — 2006

Ken Zannoni, CFP Ken Zannoni, CFP United States Details
Ken Zannoni, CFP's Congress Wealth Management Experience January 2007 - Present
Job Managing Director at Congress Wealth Management
Industry Financial Services
Experience
Congress Wealth Management   January 2007 - Present
Fidelity Investments  June 1998 - March 2007

Skills
Series 7, Asset Allocation, Alternative Investments, Mutual Funds, Investment Advisory, Wealth Management, Investment Management, Investment Strategies, Investments, Securities, Portfolio Management, Financial Services, Asset Management, Equities, Fixed Income, Hedge Funds, Retirement, Finance

Education
Boston University   2004 — 2006
CFP, Financial Planning Program

University of Massachusetts   1993 — 1997
BS, Finance