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Congress Wealth Management Acquires MainLine Private Wealth

Congress Wealth Management Acquires MainLine Private Wealth
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United statesScott dellorfanoPaul lonerganGary drozCongress wealth managementLike congressMainline private wealthChief executive officerScott dell orfanoChief strategic officerAudax private equityAvila beachManaging directorWealth managementCongress wealth

US in the news: Fairport Wealth names CEO | International Adviser

US in the news: Fairport Wealth names CEO | International Adviser
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Audax Purchases Minority Stake in Congress Wealth Management

Congress Wealth Management serves clients across the U.S. from its Boston headquarters and offices in six other cities.

United statesPaul lonerganCongress wealth managementCi private wealthCi financial corpAudax groupAudax private equityNorth american

RIA Roundup: CI Financial Sells Stake in Boston RIA to Pay Down Debt

More than $5B in transacted assets was announced this week as Captrust, Allworth, Wealth Enhancement Group, Sanctuary and MAI all made M&A moves.

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CI Financial cashes in big with sale of Boston RIA

CI Financial announced this week the sale of its minority ownership stake in Boston RIA Congress Wealth Management to Audax private equity.

United statesPaul lonerganKurt macalpineGary genslerCongress wealth management to audax private equityNew york stock exchangeAudax groupCongress wealth managementYork stock exchangeBoston based congress wealth managementAudax privateWealth managementAsset managementCanadian wealth management

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