Our clients expect innovative thinking and guidance. As financial industry thought leaders, we regularly share current perspectives on market trends through a variety of media, including but not limited to news articles, white papers, video, webcasts, and educational events.
Feature► CWM Offers Thought Leadership to Industry Events...
|Members of the CWM Management Team offered their thought leadership to recent industry events. Ken Zannoni, the firm's Managing Director presented on 'Asset Allocation and Retirement Planning' at the Fidelity Investments Wealth Advisor Services Symposium in Boston on May 10th, 2016. Paul Lonergan, the firm's President, represented our Connecticut office at the Legacy Planning Symposium offered by Fidelity in Trumbull, CT on May 12th, 2016. Paul also participated in a panel discussion on 'market volatility' at the Private Wealth New England Forum in Boston, MA on May 17th, 2016.|
1Q17 Investement Commentary by Richard J. Barrett, CIO [Read PDF Version]
2016 Year-End Investment Letter by Richard J. Barrett, CIO [Read PDF Version]
Spotlight On: Impact Investing ► [Read our Impact Investing Primer]
For Institutional Investors: Liability Driven Investing by Matthew Leahy CFA ► [Read White Paper]
Market Update Conference Call (January 20th, 2017) ► PLAY AUDIO
Market Update Conference Call (July 1st, 2016) ► PLAY AUDIO
Dan Lagan, the CEO and Chief Investment Officer at Congress Asset Management, and Simon Davis, Co-Head of International Equities at Putnam Investments, shared the call to discuss the implications of the passed UK referendum to leave the EU and
their current perspectives on the US economy.
In the Community:
Every Congress Wealth employee is strongly encouraged to get involved in the community with an organization(s) of their choice. Some recent events held by such groups are highlighted below, including the first lecture in our CWM Speaker Series "Leadership in Turbulent Times" featuring Prof. Nancy Koehn of Harvard Business School . For a list of the groups we support please visit out firm profile page.
Salim Botagy joins Congress
Congress Wealth Management is proud to announce the hiring of Salim Boutagy, CFP® as a Financial Advisor for the firm. Mr. Boutagy will be responsible for supporting the high net worth client relationships in the Connecticut and New York regions and contributing to the growth of the Westport office. Read the press release here.
CWM named a Top RIA by Financial Times
|Congress Wealth Management was named one of the Top 300 Registered Investment Advisers by Financial Times for the second consective year.|
|► Read the Press Release.|