Mr. Lonergan is the Chief Executive Officer and Co-Founder of CW Advisors. Under his leadership, CW Advisors has grown into one of the largest independent wealth management and family offices in the United States. Before co-founding CW Advisors in 2009, Mr. Lonergan served as President of Congress Trust. Prior to that, Lonergan was Senior Vice President at SEI Investments. He led the firm’s family offices in Boston and London. In addition to leading CW Advisors, Mr. Lonergan is committed to bettering his local community through his involvement with industry leadership groups, non-profit organizations, and schools.