The CWM Team 

Paul Lonergan Paul Lonergan

President, Partner

Paul Lonergan

President, Partner

Mr. Lonergan is the President of Congress Wealth Management, responsible for the overall delivery of our wealth management experience to clients. Mr. Lonergan also chairs the Congress Wealth Board of Directors. Prior to co- founding Congress Wealth, Mr. Lonergan was a Senior Vice President at SEI Investments. He graduated from the University of Massachusetts, Amherst, and has completed executive programs in Management and Leadership at the University of Pennsylvania’s Wharton School. Paul is also a member of the Board of Directors for Congress Asset Management and is a past member of the finance committee of the Boston Chamber of Commerce. In 2013, he was appointed by the Governor as a member of the University of Massachusetts Building Authority. Paul is a charter member of the Fidelity Wealth Advisor Solutions Council. Mr. Lonergan currently serves on the Advisory Board of the Laboure Center in South Boston and is a Trustee of Cristo Rey Boston High School. He and his wife, Anne, reside in Cambridge with their three children. You can reach Paul at plonergan@congresswealth.com

Paul Lonergan
Ken Zannoni, CFP® Ken Zannoni, CFP®

Managing Director, Partner

Ken Zannoni, CFP®

Managing Director, Partner

Ken is a co-founder and Managing Director at Congress Wealth Management.  He is also a member of the Congress Wealth Board of Trustees.  His primary responsibility is establishing comprehensive financial plans and investment strategy for the firm’s Family Office clients. He also supports the Congress Wealth team of financial advisors on a daily basis as well as the firm’s ongoing growth initiatives.  Ken is a certified financial planner ® and has over 17 years of experience advising clients on investment management, tax & estate planning, retirement planning, and charitable planning.  Prior to joining the firm, Ken was a Vice President within Fidelity Investments’ Private Client Group where his team was responsible for servicing over $2 billion in High Net Worth client assets. In addition to being a CFP®, he received a Certificate of Financial Planning through Boston University and certificates for Trust & Estate Planning through the Cannon Financial Institute. He received his BS from the University of Massachusetts with a concentration in Finance and is a member of National Financial Planning Association.  Ken is active in his community and enjoys coaching youth soccer & basketball for his two sons. You can reach Kenat kzannoni@congresswealth.com

Ken Zannoni, CFP®
Richard J. Barrett Richard J. Barrett

Chief Investment Officer, Partner

Richard J. Barrett

Chief Investment Officer, Partner

Mr. Barrett’s background encompasses over 25 years of investment experience with extensive expertise in creating investment strategies incorporating fixed income, equities and alternatives. Prior to joining Congress Wealth, Rich spent seven years as the Chief Investment Officer and Senior Portfolio Manager for the Flatley Family Office, where his responsibilities included establishing, implementing and executing direct investment strategies for internally-managed equity and fixed income portfolios as well as evaluating and executing select alternative investment strategies. Prior to entering the family office segment, Rich worked as a Vice President and Associate Partner at Wellington Management. Preceding his time at Wellington, he co-founded Andover Capital Advisors a $300mm hedge fund, was the Director of High Yield Research at Fidelity Management and Research, and worked in Ernst & Young’s Financial Services practice. Rich received his MBA from Harvard Business School and his undergraduate degree from Boston College where he graduated magna cum laude with a double major in Accounting and Finance. Rich is actively involved in the Boston community currently serving on the Executive Committee of the Board of Directors at Catholic Memorial High School. He previously served as the President of Charles River Country Club in Newton Centre, MA and was the former President and Life Trustee of the Francis Ouimet Caddie Scholarship Fund. Mr. Barrett was also on the Championship Executive Committee for the 2013 U.S. Amateur Golf Championship. In addition to serving as Chief Investment Officer, Rich is the Chair of Congress Wealth Management's Investment Oversight Committee. You can reach Rich at rbarrett@congresswealth.com 

Richard J. Barrett
Rich Villiotte Rich Villiotte

Chief Operating Officer, Partner

Rich Villiotte

Chief Operating Officer, Partner

As Chief Operating Officer, Rich leverages over 20 years of experience in management, marketing, business plan creation, and process implementation, to lead the initiatives that drive the firm’s overall business plan. Rich is responsible for the strategic and operational leadership of Congress Wealth's business development, marketing and service professionals, as well as the coordination of the firms IT/operations functions. Prior to joining Congress, Mr. Villiotte served as Director of the Visual Communications Program for Clark University, where he headed a development team that partnered with Johns Hopkins, Farleigh Dickinson, and Skidmore Universities in the creation of state-of-the-art Digital Media facilities and curriculum. Rich is an entrepreneur who has held positions of leadership in multiple industries, leveraging his experience in sales, marketing, operations and management. In addition to his work at Congress, Rich is also on the Board of Directors of The Patrons of the Arts in the Vatican Museums, and actively supports the Topsfield Athletic Association. You can reach Rich at rvilliotte@congresswealth.com

Rich Villiotte
Candace C. Cavalier Candace C. Cavalier

Chief Compliance Officer

Candace C. Cavalier

Chief Compliance Officer

Ms. Cavalier is the Chief Compliance Officer for Congress Wealth Management, responsible for implementation and ongoing administration of the firm’s investment adviser compliance program. Ms. Cavalier graduated from the University of Pennsylvania with a BA in International Relations and holds an JD from American University and an LL.M. in Banking and Financial Services from Boston University.  Previously, Candace held legal and/or compliance positions at Axiom Legal, Brown Brothers Harriman & Co. and K&L Gates LLP. She and her husband, Andrew, reside in Newton with their three children. You can reach Candace at ccavalier@congresswealth.com

Candace C. Cavalier
Michael Galvin, CFP® Michael Galvin, CFP®

Director of Family Office Services

Michael Galvin, CFP®

Director of Family Office Services

Michael joined Congress Wealth Management in 2011. He has 10 years of experience in the investment business. Michael works with the firm’s Family Office clients and is responsible for developing comprehensive financial strategies that meet their needs and overseeing their entire financial picture. As Director of the Family Office Services Group, Michael assumes the day-to-day administration and management of a family’s affairs including investment management, tax & estate planning, retirement planning, charitable planning and bill pay. Prior to joining Congress Wealth, Michael worked at SCS Financial Services in their Private Client Group and in the Risk Management Group at State Street Global Markets. He earned a B.A. in English from Boston College, an M.B.A from the Carroll School of Management at Boston College and holds the CERTIFIED FINANCIAL PLANNER™ professional designation. Michael currently lives in Watertown, MA with his wife, Andrea. You can reach Miachael at mgalvin@congresswealth.com

Michael Galvin, CFP®
Jennifer Gates Jennifer Gates

Sr. Financial Advisor

Jennifer Gates

Sr. Financial Advisor

Mrs. Gates is a senior client relationship manager for Congress Wealth Management with more than 14 years financial planning experience. She serves as a primary contact for our individual clients and their families providing comprehensive, holistic wealth management services. Prior to joining our firm Mrs. Gates was a Vice President with Fidelity Investments Private Client Group where her team was responsible for managing 400 client relationships and $1 billion in client assets. Previously she held positions with Wanger Asset Management in Chicago, IL. Mrs. Gates received her BA in Economics from Lake Forest College. Jennifer is an active member of the Vincent Club for Women servicing MGH Vincent Memorial Hospital and The Foundation Fighting Blindness Boston chapter. You can reach Jennifer at jgates@congresswealth.com

Jennifer Gates
Siobhaun Johnson, CFP® Siobhaun Johnson, CFP®

Sr. Financial Advisor

Siobhaun Johnson, CFP®

Sr. Financial Advisor

Siobhaun Johnson is Senior Financial Advisor at Congress Wealth Management with more than ten years of financial planning experience. Siobhaun serves as a primary contact for our individual clients and their families, providing comprehensive, holistic wealth management services.  Prior to joining our firm, she was an Account Executive with Fidelity Investments Personal Investing Group where she was responsible for developing and maintaining over three hundred client relationships. Siobhaun is a Certified Financial Planner® with extensive experience in positioning appropriate investment strategies and creating long term financial plans for her clients. Siobhaun graduated Magna Cum Laude from Saint Anselm College receiving a Bachelor of Arts with a concentration in Business. She serves on the Board of the Saint John The Evangelist School Home and School Association. Siobhaun is also an accomplished singer who has enjoyed performing musical theatre in and around the Boston area for almost twenty years. She resides in Canton with her husband, Casey, and their two sons. You can reach Siobhaun at sjohnson@congresswealth.com

Siobhaun Johnson, CFP®
Shannon McKenna Shannon McKenna

Sr. Financial Advisor

Shannon McKenna

Sr. Financial Advisor

Mrs. McKenna is a Senior Financial Consultant with over 15 years of experience in the financial services industry working with high net worth clients and their families.  Her areas of expertise include strategic planning, financial education, risk management and portfolio design.  Shannon began her career at Charles Schwab before moving to Shepherd Kaplan LLC to focus on comprehensive wealth management.  There she spent nearly seven years as a Principal working within both their corporate consulting and private wealth management practices before joining Congress Wealth in January 2013. Shannon has a Bachelor of Arts degree from St. Michael's College and serves on the career advisory board for her Alma matter.  She has completed courses through the Boston University Financial Planning Program.  Shannon has a passion for philanthropic work and has been involved with many charities.  She has been a member of the Board of Trustees of the Victims Rights Law Center since 2008 in addition to serving on the Finance Committee for the organization.  Shannon resides on the North Shore of Boston with her husband and three children. You can reach Shannon at smckenna@congresswealth.com

Shannon McKenna
Laurie L. Novak, CFP® Laurie L. Novak, CFP®

Sr. Financial Advisor

Laurie L. Novak, CFP®

Sr. Financial Advisor

Ms. Novak serves as a Senior Financial Advisor for Congress Wealth Management with over 9 years of experience in the financial services industry. Ms. Novak's primary responsibility entails supporting our high net-worth client relationships and helping individuals/families achieve their financial goals. Laurie is committed to delivering individualized, fully integrated, tailored solutions which aim to solve personal challenges and provide financial security and peace of mind. Laurie’s areas of expertise include customized portfolio design and implementation, comprehensive financial planning, and personalized financial education. Before joining Congress Wealth Management in 2011, Ms. Novak worked as a senior member of the Private Client Service team at Shepherd Kaplan, LLC. Laurie holds the CERTIFIED FINANCIAL PLANNER professional designation and earned a Master’s Degree in Business Administration from Southern New Hampshire University. Laurie currently resides in Boston with her husband Michael and their dog Willow. Laurie supports various local organizations and was a former adult mentor for the South Boston T.E.A.M. program. You can reach Laurie at lnovak@congresswealth.com

Laurie L. Novak, CFP®
John C. Berry, AAMS® John C. Berry, AAMS®

Financial Advisor

John C. Berry, AAMS®

Financial Advisor

Mr. Berry serves as a Relationship Manager for Congress Wealth Management with 8 years of experience in the financial services industry. Prior to joining Congress, John was a VP - Financial Consultant at Charles Schwab providing high net worth clients with investment guidance and comprehensive wealth management solutions. He received his BA in Economics from Assumption College and holds the Accredited Asset Management Specialist professional designation from the College for Financial Planning. John is currently enrolled in the Boston University Financial Planning Program. You can reach John at jberry@congresswealth.com

John C. Berry, AAMS®
Salim Boutagy, CFP® Salim Boutagy, CFP®

Financial Advisor

Salim Boutagy, CFP®

Financial Advisor

Mr. Boutagy serves as a Senior Financial Advisor for Congress Wealth Management in the Westport, CT office. Mr. Boutagy joined Congress in April 2017, bringing 10 years of experience in the financial services industry. Mr. Boutagy’s primary responsibilities are supporting the high net worth client relationships in the Connecticut and New York regions and contributing to the growth of the Westport office. Prior to joining Congress, Salim was a Financial Advisor at Wells Fargo Advisors providing clients with investment guidance and comprehensive wealth management solutions. In prior roles, Salim supported teams of financial advisors at UBS and Morgan Stanley. Salim received his Certified Financial Planner® designation in 2016 and his B.S. in Finance from Fordham University in 2008.  Active in the professional community, Salim serves on the board of the Financial Planning Association of Fairfield County, currently acting as the Government Relations Director. You can reach Salim at sboutagy@congresswealth.com

Salim Boutagy, CFP®
Christine Lawless, CFP® Christine Lawless, CFP®

Financial Advisor

Christine Lawless, CFP®

Financial Advisor

Ms. Winters serves as a Financial Advisor for Congress Wealth Management with more than five years of experience in the financial services industry.  Prior to joining Congress Wealth, Ms. Winters was a senior member of the client service team at Daintree Advisors LLC.  She started her career as an associate of Shepherd Kaplan LLC, where her passion for comprehensive wealth management began.  Ms. Winters serves as a primary contact for individual clients, providing financial, estate, and retirement planning, paired with customized portfolio construction strategies to support the achievement of family goals.  She is a CERTIFIED FINANCIAL PLANNER™, earned her Certificate in Financial Planning from Boston University, and received her Bachelor of Arts degree in both History and Political Science from the College of the Holy Cross. A new resident of Charlestown, Ms. Winters is an avid lover of New England’s history, and enjoys all its seasons have to offer.  She is a member of the Holy Cross Club of Boston, and a proud supporter of the Ellie Fund. You can reach Christine at clawless@congresswealth.com

Christine Lawless, CFP®
Michael J. Murphy, CFA Michael J. Murphy, CFA

Financial Advisor

Michael J. Murphy, CFA

Financial Advisor

Mr. Murphy is a Financial Advisor at Congress Wealth Management with over 10 years of experience in the investment business.  Prior to joining Congress, Mike was an Associate Portfolio Manager at BNY Mellon Wealth Management where he exclusively worked with high net worth clients and their families.  In this role Mike was responsible for strategic wealth planning, asset allocation recommendations, trade execution, and constant proactive communication while on a team of 14 professionals managing over $1 billion in assets.  He graduated Cum Laude from Babson College, attained his Master’s Degree in Investment Management from Boston University, and is also a CFA charterholder.  In addition to his professional duties, Mike is an active participant in the Boston Security Analysts Society, Kansas City Barbeque Society, and supports the Reid Sacco Adolescent Cancer Alliance. You can reach Mike at mmurphy@congresswealth.com

Michael J. Murphy, CFA
Aaron Fellows Aaron Fellows

Portfolio Construction Coordinator

Aaron Fellows

Portfolio Construction Coordinator

Mr. Fellows serves as a Relationship Manager for Congress Wealth Management. Prior to graduation, Aaron worked as an intern at Congress Wealth and he started full time as part of the client service team upon graduating. Aaron now helps the financial advisors service our high net-worth clients. He received his Bachelor of Arts degree in both Economics and Mathematics from Connecticut College.

Aaron Fellows
Meghan Leach Meghan Leach

Relationship Manager

Meghan Leach

Relationship Manager

Ms. Leach is a Relationship Manager at Congress Wealth Management, providing operational support for the firm’s team of Financial Advisors. She is responsible for day-to-day client service, focusing on the development of each unique client relationship. Ms. Leach also serves as the firm’s Marketing Coordinator, enhancing business communication and design. She joined Congress Wealth Management after graduating from Merrimack College with a degree in English and Economics.

Meghan Leach
Tyler Swaim Tyler Swaim

Relationship Manager

Tyler Swaim

Relationship Manager

Mr. Swaim serves as a Relationship Manager for Congress Wealth Management. Prior to joining Congress Wealth, Mr. Swaim was a Private Client Associate in Wealth Services at Bernstein Global Wealth Management. He started his career at BNY Mellon Wealth Management where his excitement and passion for the relationship business began. Mr. Swaim serves as a member of the support team for each of the financial advisors at Congress Wealth. He is a graduate of Saint Joseph’s University in Philadelphia with a major in history and minor in communications. Outside of Congress Wealth, Mr. Swaim continues his passion for boating, auto mechanics, and cycling.

Tyler Swaim
Rob Driscoll Rob Driscoll

VP of Business Development

Rob Driscoll

VP of Business Development

Mr. Driscoll is a Vice President of Business Development for Congress Wealth Management.  He is responsible for developing new leads and introducing them to the Congress Wealth story and the firms’ investment philosophy.  Prior to joining Congress, he spent nearly 20 years on Wall Street as an equity sales trader for Jefferies as well as a floor broker on the Boston Stock Exchange. He received his MBA from the Carroll School of Management at Boston College as well as his undergrad from BC, majoring in marketing and finance. You can reach Rob at rdriscoll@congresswealth.com

Rob Driscoll
Ryan Carroll Ryan Carroll

VP of Business Development, CT & NY

Ryan Carroll

VP of Business Development, CT & NY

Mr. Carroll is Vice President of Business Development in Southern Connecticut and New York City for Congress Wealth Management. He is focused on business development in the Fidelity channel working with centers of influence and his own personal network to generate high net worth leads and clients. Mr. Carroll began his career with Congress in 2012 as a Regional Consultant for Congress Asset for the New York City and Midwest territories. He was then promoted to Regional Director in the southeast generating new relationships with clients in the broker/dealer, RIA, and institutional channels. Prior to joining Congress, Mr. Carroll was a client sales and service officer at U.S. Trust in their wealth division. He was responsible for the day-to-day client facing responsibilities of a team managing $800 million in client assets with capabilities in investments, lending, and commercial banking. Mr. Carroll completed his double major in Political Science and History in 3 ½ years receiving his B.A from The University of Vermont in 2009. You can reach Ryan at rcarroll@congresswealth.com

Ryan Carroll

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