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 is based in Jupiter, Florida, joins Congress Wealth Management from Boston Private Wealth, where he served as President and Chief Operating Officer, and was responsible for corporate strategy and acquisitions.

Mr. Dell’Orfano is a 29‐year veteran of the financial services industry. He has a strong record of successful mergers and acquisitions on both the buy and the sell side. In addition to managing the expansion plans at Congress, Mr. Dell’Orfano will contribute to the enhancement of services available to Congress Wealth clients. He has a proven success rate in running large growth‐oriented businesses. His relationships throughout the Registered Investment Advisor community will support the growth of the firm and its brand.

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