Department Contacts
Anne Steer
Head of Distribution
Direct line: 617-428-4307
Email: asteer@congressasset.com
Matthew Leahy, CFA
Consultant Relations & Institutional Sales
Direct line: 617-428-4323
Email: mleahy@congressasset.com
Dory Bowers
Director of Operations
Direct line: 617-428-4313
Email: dbowers@congressasset.com
Garrett Callahan
Client Service Associate
Direct line: 617-428-4340
Email: gcallahan@congressasset.com
Sales Team Contacts
West Coast/South West
Mid West/S. Florida
Northeast
Alli Lovell - Regional Director
CA, WA, OR, NV, AK
(p) 510.619.6266
(e) alovell@congressasset.com
Steve Horton - Senior Regional Consultant
(p) 617.428.4316
(e) shorton@congressasset.com
Dave Onan - Sengior Regional Director
ND, SD, MN, IA, IN, WI, MO, IL, KS, MI, OH, S. Florida
(p) 612.210.8109
(e) donan@congressasset.com
Jenna Ryan, CFA - Regional Consultant
(p) 617.428.4378
(e) jryan@congressasset.com
Greg Fulginite - Regional Director
ME, NH, VT, MA, RI, CT, PA, Upstate NY
(p) 617.910.6956
(e) gfulginite@congressasset.com
Will Gould - Regional Consultant
(p) 617.428.4368
(e) wgould@congressasset.com
South Central
New York/Mid Atlantic
Southeast
Steve Horton -Senior Regional Consultant
TX, AR, OK
(p) 617.428.4316
(e) shorton@congressasset.com
Brad Lange - Regional Director
NJ, DE, MD, DC, NYC Metro area
(p) 631.923.5052
(e) blange@congressasset.com
Jenna Ryan, CFA - Regional Consultant
(p) 617.428.4378
(e) jryan@congressasset.com
Huston Stewart - Regional Director
VA, NC, SC, WV, GA, KY, TN, MS, LA, N. Florida
(p) 646.734.5535
(e) hstewart@congressasset.com
Will Gould - Regional Consultant
(p) 617.428.4368
(e) wgould@congressasset.com
Hawaii
National Accounts
Rocky Mountains
Matthew Leahy, CFA
HI
(p) 617.428.4323
(e) mleahy@congressasset.com
Vadim Levin, CAIA
Head of National Accounts
(p) 617.428.4383
(c) 781.929.4701
(e) vlevin@congressasset.com
Tony Pacheco CIMA, AIF
National Accounts Manager
(c) 774.239.8757
(e) tpacheco@congressasset.com
Brian Cunningham - Regional Director
CO, UT, ID, MT, NE, WY, AZ, NM
(p) 617.428.4305
(e) bcunningham@congressasset.com
Will Gould - Regional Consultant
(p) 617.428.4368
(e) wgould@congressasset.com
Office Location
Congress Asset Management
2 Seaport Lane, 5th Floor
Boston, MA 02210
p.800.234.4516 (Sales Desk)
p.800.542.7888 (Main Number)
Our Location
Our offices are located within the Seaport World Trade Center complex in the heart of Boston's revitalized Seaport District. Our building - World Trade Center East - has received awards from the US Green Building Council for its low demand on energy and resources, as well as its sustainable design features intended to provide a uniquely healthy environment for employees and visitors.