Paul Lonergan
Paul Lonergan
Chief Executive Officer
Office: Boston, MA
Team: Leadership, Family Office

Education & Certificates

B.A., University of Massachusetts Amherst, Executive Leadership Programs, Wharton School

Professional Background

Prior to CW Advisors, I spent over a decade with SEI Investments in a variety of roles including Senior Vice President leading their Family Office business and opening ultra-high net worth offices in Boston and London.