Author: Rich Villiotte

5/1/21 | Congress Wealth Management Announces the Acquisition of Pinnacle Advisory Group

(Boston, MA) – May 01, 2021 – Congress Wealth Management, a privately-held, SEC-registered investment management firm, announced today it has acquired Pinnacle Advisory Group of Maryland in a deal that doubles the size of Congress Wealth’s business and provides access to the robust Mid-Atlantic and South Florida markets. Through its acquisition of Pinnacle – Congress […]


Webinar: Behavioral Biases and Better Performance

Please join our CWM Panel as they they take a closer look at how behavioral biases by investors can lead to lower returns. Click here to view the webinar with Passcode: &#t%2se5


Concentrated Positions and Options Strategies Webinar

Please enjoy this recording of a Webinar on Concentrated Positions and Options Strategies featuring Rich Barrett or CIO, and Michael Egan and Sarah Wolf from Gyroscope Capital. At Congress Wealth Management we will build you a diversified portfolio with appropriate risk management strategies that will allow your money to work its hardest for you. And […]


Looking Ahead Webinar featuring Rich Barrett, CIO

With the end of 2020 approaching, Congress Wealth Management’s CIO Rich Barrett looks back on the unprecedent market conditions from the past year, and looks ahead to 2021 and the Market tailwinds in may provide. Particular talking points include recent Federal Reserve Actions and Ramifications for Investors Post-COVID Market Drivers/Themes. You can watch a recording […]


Panel Discussion on SRI/ESG Investing

Congress Wealth Management LLC was pleased to host a panel discussion on Socially Responsible Investing (SRI) and Environmental, Social, and Corporate Governance (ESG) Investing on August 19th, 2020. Our panel featured Lacey Farrell Johnson from Alumni Ventures Group, Matt Lagan from Congress Asset Management, and Matthew Raimondi of Sustainalytics. You can watch a recording of […]