Our mission is to manage client's money with discipline and conviction while remaining faithful to their investment objectives.  We are stewards of our clients' assets putting their financial needs first.

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AUM Summary

% Assets Under Management by Asset Class

 as of 6/30/2020

% Assets by Client Type

 as of 6/30/2020

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Daniel Lagan, CFA

CEO | Chief Investment Officer

Congress Asset Management

2 Seaport Lane, 5th Floor

Boston, MA 02210

617.428.4300

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