Press Releases

Get the latest news on Congress Wealth Management.

10/14/19 | CWM Names Scott W. Dell’Orfano to Lead National Growth Initiatives through M&A

(Boston, MA) – October 14, 2019 – Congress Wealth Management announced today it has named Scott W. Dell’Orfano as Chief Strategic Officer. In this role, he will oversee a major growth initiative in key U.S. markets, with the aim of growing clients and assets under management significantly over the next five years. Mr. Dell’Orfano, who […]

7/25/19 | CWM Welcomes Gerald J. Graves and Chris Dudley

(Boston, MA) – July 25, 2019 – Congress Wealth Management announced today it has named Gerald J. Graves as the West Coast Managing Partner and Chris Dudley, CFP® as a West Coast Partner and Senior Financial Advisor. These new senior team members will lead Congress Wealth Management’s West Coast initiatives, which include expanding the firm’s […]

01/22/19 | CWM taps Michael Harty, CFA as Financial Advisor for new Scottsdale, AZ Office

January 22, 2019 | Congress Wealth Management, LLC (“CWM”), a private wealth advisor for high-net-worth families, individuals and non-profits with $1.8b under management, announced today that Michael Harty, CFA has joined the firm as a Financial Advisor. Mr. Harty will be responsible for serving as a primary contact for clients and their families, providing comprehensive, […]