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Brendan Lortie - Email & Phone Number

Relationship Manager at Congress Wealth Management, Llc

Brendan Lortie is based out of Millis, Massachusetts, United States and works at Congress Wealth Management, Llc as Relationship Manager.

Brendan Lortie's Contact Information

Brendan Lortie's Work email
b*****@congre***.com
Valid
Latest update
October 27, 2025
Location
Millis, Massachusetts, United States

Brendan's current employer

Congress Wealth Management, Llc logo

Congress Wealth Management, Llc

Description
At Congress Wealth Management, we build real connections with our clients, crafting custom portfolios with an array of global asset class...
HQ Location
Boston, Massachusetts, United States
Number of employees
11-50
Industry
Financial Services
Latest update
May 1, 2024

Frequent questions about Brendan Lortie

What company is Brendan Lortie working for?
Brendan Lortie works for Congress Wealth Management, Llc.
What is Brendan Lortie's function at Congress Wealth Management, Llc?
Brendan Lortie is Relationship Manager at Congress Wealth Management, Llc.
Where is Brendan Lortie based?
Brendan Lortie is based out of Millis, Massachusetts, United States.
What is Brendan Lortie's work email address?
Brendan Lortie's professional email address is b*****@congre***.com
Who are Brendan Lortie's co-workers?
Brendan Lortie's colleagues are Paul Lonergan, Carl Noble, Roman Yuldashev, Nedim Celik, Robert Driscoll, Sean Dillon, David Costigan, Ryan Carroll, Tom O'Sullivan, Meghan Joyce, Kristin Tucker, Michael Galvin, Clinton Lynch, Christopher Bleuher, Sauro Locatelli, Mike Hamolia, Erich Fradenburg, Ruairi Stenson, Stephen Wright, Robert Breslin, Matt Bean, Robert Celado, Michael Shires, Michael Green, Caleigh Nolan, John Berry, Richard Barrett, Michael Harty, Deb Kriebel, Lauren Manning, Tom Raynor, Karen SHRM-CP, Haley Pink, Hillary Bender, Joshua Rivers.
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Brendan's co-workers

Paul Lonergan avatar
Paul Lonergan
President
Carl Noble avatar
Carl Noble
Senior Vice President of Investments
Roman Yuldashev avatar
Roman Yuldashev
Cloud Engineer
Nedim Celik avatar
Nedim Celik
Vice President Information Technology
Robert Driscoll avatar
Robert Driscoll
Vice President of Business Development
Sean Dillon avatar
Sean Dillon
Senior Vice President of Investment Strategy
David Costigan avatar
David Costigan
Senior Vice President
Ryan Carroll avatar
Ryan Carroll
SVP, Strategic Partnerships
Tom O'Sullivan avatar
Tom O'Sullivan
Senior Vice President
Meghan Joyce avatar
Meghan Joyce
Director of Advisor Support
Kristin Tucker avatar
Kristin Tucker
National Director of Client Relations
Michael Galvin avatar
Michael Galvin
Executive Managing Director
Clinton Lynch avatar
Clinton Lynch
Managing Director
Christopher Bleuher avatar
Christopher Bleuher
Managing Director
Sauro Locatelli avatar
Sauro Locatelli
Director of Quantitative Research
Mike Hamolia avatar
Mike Hamolia
Wealth Manager
Erich Fradenburg avatar
Erich Fradenburg
Internal Sales Consultant
Ruairi Stenson avatar
Ruairi Stenson
Family Office Intern
Stephen Wright avatar
Stephen Wright
CERTIFIED FINANCIAL PLANNER (TM) Professional (United States/Canada) at Congress Wealth Management
Robert Breslin avatar
Robert Breslin
Wealth Manager
Matt Bean avatar
Matt Bean
Client Advisor
Robert Celado avatar
Robert Celado
Relationship Manager
Michael Shires avatar
Michael Shires
Wealth Manager
Michael Green avatar
Michael Green
Wealth Manager
Caleigh Nolan avatar
Caleigh Nolan
Relationship Manager
John Berry avatar
John Berry
Financial Advisor
Richard Barrett avatar
Richard Barrett
Chief Investment Officer, Partner
Michael Harty avatar
Michael Harty
Senior Financial Advisor
Deb Kriebel avatar
Deb Kriebel
Wealth Manager, Principal
Lauren Manning avatar
Lauren Manning
Client Advisor - Family Office
Tom Raynor avatar
Tom Raynor
Senior Financial Planning Associate
Karen SHRM-CP avatar
Karen SHRM-CP
Human Resources Manager
Haley Pink avatar
Haley Pink
Relationship Manager
Hillary Bender avatar
Hillary Bender
Senior Operations Specialist
Joshua Rivers avatar
Joshua Rivers
Wealth Manager, Financial Planner, Investment Advisor
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