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Our People
Leadership
Portfolio Managers
Research
Business Development
Operations & Trading
Dan Lagan, CFA
CEO | Chief Investment
Officer
Jeff Porter, CFA
Executive Vice President | Director of Fixed Income
Matt Lagan, CFA
Vice President | Portfolio Manager
Anne Steer
Head of Distribution
Chris Lagan, CFA
President
Gregg O'Keefe, CFA
Executive Vice President | Portfolio Manager
Dan Lagan, CFA
Chief Investment Officer | Portfolio Manager
Mr. Lagan joined Congress Asset Management in 1989. He is the firm’s Chief Investment Officer, a position he has held since 2005. He chairs the firm’s Investment Oversight Committee and is co-chair of the Large Cap Growth Investment Committee. As CEO, he is responsible for all business aspects of the company, with the senior managers of operations, sales, and investments reporting to him. Prior to being named as CEO in 2013, he was the firm’s President for 17 years. He is a CFA charterholder, and a member of the CFA Society Boston and the CFA Institute.
Education:
MBA; Boston College
BA; St. Michael's College
Gregg O'Keefe
Executive Vice President | Portfolio Manager
Gregg joined Congress Asset Management in 1986. He has held numerous positions during his time with the firm, in addition to his primary role as Portfolio Manager. Currently, he is a member of the firm's Management Committee, which is responsible for setting strategic direction for the organization. In addition, he is a member of the Investment Oversight Committee, which provides governance and oversight on all of the company’s investment products. Finally, he chairs the Small Cap Growth Investment Committee, and is a member of the Mid Cap Growth Investment Committee. He is a CFA charterholder, and member of the Boston Security Analysts Society.
Education:
MBA; Boston College
BSBA; Boston University
Christopher Lagan, CFA
President
Chris joined Congress Asset Management in 1993, and serves as the firm’s President. Since 2002, he has been a member of the firm’s Management Committee, which is responsible for strategic planning to advance the company’s mission and objectives. He is also chair of the Private Equity Committee, which oversees sourcing, due diligence, and commitments to nearly $400 million in private equity allocations.
Additionally, he serves as an advisory board member for several private equity funds. An avid cyclist and runner, he also maintains a small apiary at his home in Medway, Massachusetts. Chris is a CFA charterholder, and member of the CFA Society Boston and the CFA Institute.
Education:
MBA; Boston University
BA; St. Michael's College
Anne Steer
Senior Vice President | Head of Distribution
Anne is Head of Distribution for Congress Asset Management. She manages sales, client service and marketing and is responsible for developing and executing the firm’s distribution strategy with intermediary and institutional clients. She is also a member of the firm's Management Committee, which is responsible for strategic planning to advance the company's mission and objectives.
Anne has over 30 years of executive leadership experience, with a particular focus in creating and implementing growth strategies for financial services organizations. She has held senior leadership positions at State Street Corporation, Fidelity Investments, and Dwight Asset Management. Prior to joining Congress, Anne was the head of the Board of Advisors and Chief Strategy Officer for Trustfort. She is on the Charitable Foundation Board and Board of Overseers at Newton-Wellesley Hospital.
Education:
MBA; University of Chicago
BA; Mount Holyoke College
Jeffrey Porter, CFA
Executive Vice President | Director of Fixed Income
Jeff joined Congress Asset Management in 2010 as an Executive Vice President and the firm’s Director of Fixed Income. In addition, he is a member of the firm’s Investment Oversight and Management Committees.
Jeff has over 29 years of experience managing fixed income portfolios on behalf of institutions and individual investors. His previous roles have included CEO of Prelude Asset Management, Director of Portfolio Management & Private Equity for Partners HealthCare System, and fixed income portfolio manager for the North Carolina Retirement Systems, where he was responsible for managing over $30 billion dollars in short-term and long-term fixed income assets.
Education:
MBA; East Carolina University
BA; North Carolina State University
Matthew Lagan, CFA
Vice President | Portfolio Manager
Matt has been with Congress Asset Management since 2003. He chairs Large Cap Growth Investment Committee and is also a member of the SMid Core Opportunity, SMid Growth, and ESG/SRI Investment Committees. Since 2013, he has been a member of the firm’s Management Committee, which formulates the organization’s overall strategic direction. Matt is a CFA charterholder, and a member of the CFA Society Boston and the CFA Institute.
Education:
M.B.A.; University College Dublin
B.S.; Bridgewater State College
Ann Marie Swanson
Chief Compliance Officer
Ann Marie joined Congress Asset Management in June 2021, assuming the position of Chief Compliance Officer on September 1, 2021.
Before joining the firm, Ann Marie was with Commonwealth Financial since 2018, serving as vice president of registered investment adviser compliance, responsible for advising and overseeing the firm's advisory activities.
Previously, she was a director at Alaric Compliance from 2014-2018, serving several of Alaric's investment adviser clients as their chief compliance officer or investment adviser consultant. In addition, Ann Marie has held senior positions at ThomasPartners, a wholly-owned subsidiary of Schwab, Transamerica, Post Advisory Group, and The Boston Company.
Education:
JD; Suffolk University
BA; University of Massachusetts - Amherst
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Ann Marie Swanson
Chief Compliance Officer
Dan Lagan, CFA
Chief Investment Officer | Portfolio Manager
Mr. Lagan joined Congress Asset Management in 1989. He is the firm’s Chief Investment Officer, a position he has held since 2005. He chairs the firm’s Investment Oversight Committee and is co-chair of the Large Cap Growth Investment Committee. As CEO, he is responsible for all business aspects of the company, with the senior managers of operations, sales, and investments reporting to him. Prior to being named as CEO in 2013, he was the firm’s President for 17 years. He is a CFA charterholder, and a member of the CFA Society Boston and the CFA Institute.
Education
MBA; Boston College
BA; St. Michael's College
Gregg O'Keefe
Executive Vice President | Portfolio Manager
Gregg joined Congress Asset Management in 1986. He has held numerous positions during his time with the firm, in addition to his primary role as Portfolio Manager. Currently, he is a member of the firm's Management Committee, which is responsible for setting strategic direction for the organization. In addition, he is a member of the Investment Oversight Committee, which provides governance and oversight on all of the company’s investment products. Finally, he chairs the Small Cap Growth Investment Committee, and is a member of the Mid Cap Growth Investment Committee. He is a CFA charterholder, and member of the Boston Security Analysts Society.
Education
MBA; Boston College
BSBA; Boston University
John Beaver, CFA
Vice President | Portfolio Manager
John joined Congress Asset Management in 2002. He is a member of the firm's Investment Oversight, Fixed Income, and Small Cap Value Investment Committees. In his current role as Portfolio Manager, he performs economic analysis, fundamental research, security research, and portfolio analysis in order to develop investment ideas. He has over 23 years of investment experience, primarily focused in the area of fixed income research/credit analysis.
Prior to joining Congress, he held analyst positions at Fidelity Investments and Massachusetts Financial Services Co. He is a CFA charterholder and a member of the CFA Society Boston and the CFA Institute.
Education
MBA; Babson College
BA; Colby College
Noel Blair, CFA
Vice President | Portfolio Manager
Noel has been with Congress Asset Management since 2001. In his current role as Portfolio Manager, he is a member of the Small Cap Growth Investment Committee, performing fundamental research, security research, and portfolio analysis to generate investment ideas for the Portfolio. He has been a member of this Committee since its inception. Prior to his current role, he was a member of the firm’s equity research team for 12 years, covering a broad range of economic sectors, providing company and industry analysis and recommendations to the investment team to assist their decision making process. Noel is a CFA charterholder and a member of the CFA Institute and CFA Society of Boston.
Education
Attended Cornell University
John Fitzgerald, CFA
Vice President | Portfolio Manager
John has been with Congress Asset Management since 2001. He is a member of the Private Equity, Dynamic Tax, and Small Cap Growth Investment Committees. He was one of the founding members of the Small Cap committee.
Prior to joining the firm, he spent seven years with Gannett Welsh and Kotler and MG Financial, providing personal financial advice to high net worth individuals in areas such as manager selection, asset allocation and estate and tax planning.
Previously, he was a financial analyst with Wellington Management Co., where his responsibilities included researching corporate financial statements, budgets, and cash flows. He is a CFA charterholder and a member of the CFA Society of Boston and the CFA Institute.
Education
MBA; Suffolk University
BBA; University of Massachusetts
Brian T. Guild
Vice President | Portfolio Manager
Brian joined Congress Asset Management in 2000. He is a member of the Fixed Income Investment Committee. His responsibilities include developing analytical, quantitative, and relative valuation models to identify investment opportunities. In addition, he is a member of the firm's ESG and SRI Investment Committees.
Prior to his current role, he was a member of the firm's Research Team, providing company, industry, and overall market information to the investment team to assist them in their decision making process.
Education
MBA; Northeastern University
BS; Bentley University
John O’Reilly, CFA
Vice President | Portfolio Manager
John joined Congress Asset Management in 2001. He is currently chair of the Multi-Cap Growth Investment Committee, and a member of the Large Cap Growth and Mid Cap Growth Investment Committees. Finally, he is a member of the firm’s Investment Oversight Committee. From 2001 to 2006, he was the Director of Equity Research for Congress, leading a team of six equity analysts responsible for compiling and interpreting financial data in order to make investment recommendations. He is a CFA charterholder and member of the CFA Institute and the CFA Society Boston, where he served on the Board of Directors from 2004 to 2010. John has been an instructor in the CFA Society Boston and Kaplan Schweser CFA review programs for the last 15 years.
Prior to joining Congress, he held positions with Mellon Private Asset Management and State Street Bank & Trust.
Education
BA; Providence College
MBA; Bryant University
Todd Solomon, CFA
Senior Vice President | Portfolio Manager
Todd joined Congress Asset Management in 2001. He is a member of Congress Asset Management’s Investment Oversight Committee and chairs the Mid Cap Growth Committee. Finally, he is a member of the Multi-Cap Growth Investment Committee. He has 22 years of investment experience, spanning both equity research and portfolio management.
Previously, he has held positions at US Trust Company, Fidelity Management and Research Co, and the Pioneer Group, Inc. He is a CFA charterholder, and member of the CFA Society Boston.
Education
B.A. Georgetown University
M.B.A. New York University
Chris Lagan, CFA
President | Portfolio Manager
Chris joined Congress Asset Management in 1993, and serves as the firm’s President. Since 2002, he has been a member of the firm’s Management Committee, which is responsible for strategic planning to advance the company’s mission and objectives. He is also chair of the Private Equity Committee, which oversees sourcing, due diligence, and commitments to nearly $400 million in private equity allocations. Additionally, he serves as an advisory board member for several private equity funds.
An avid cyclist and runner, he also maintains a small apiary at his home in Medway, Massachusetts. Chris is a CFA charterholder, and member of the CFA Society Boston and the CFA Institute.
Education
MBA; Boston University
BA; St. Michael's College
Matthew Lagan, CFA
Vice President | Portfolio Manager
Matt has been with Congress Asset Management since 2003. He chairs the firm’s Large Cap Growth Investment Committee and is also a member of the SMid Core Opportunity, SMid Growth, and ESG/SRI Investment Committees. Since 2013, he has been a member of the firm’s Management Committee, which formulates the organization’s overall strategic direction. Matt is a CFA charterholder, and a member of the CFA Society Boston and the CFA Institute.
Education:
M.B.A.; University College Dublin
B.S.; Bridgewater State College
Martine Elie, CFA
Vice President | Portfolio Manager
Martine has been with Congress Asset Management since 1999. She chairs the Dividend Growth Strategy, and is a member of the firm's Large Cap Growth, Small Cap Value, and Private Equity Investment Committees. In addition, she is part of the firm’s Investment Oversight Committee. In her role as Portfolio Manager, she relies upon her 24 years of investment experience to advise institutional and high net worth clients, ensuring adherence to portfolio risk controls and implementing equity recommendations.
Prior to joining Congress, she began her career as an equity research analyst with Majendie Charlton Securities. She is a CFA charterholder and a member of the CFA Society Boston, CFA Montreal and the CFA Institute.
Education
MBA; Northeastern University
BBA; HEC Montreal
Jeffrey Kerrigan, CFA
Vice President | Portfolio Manager
Jeff joined Congress Asset in 2017, and serves as the Portfolio Manager for the Small Cap Value Portfolio. He has over 22 years of investment management and research experience.
Prior to joining the firm, he was a Partner and Portfolio Manager at Century Capital Management, LLC. Previously, he was a Portfolio Manager and Chief Investment Officer at Haber Trilix, and a Portfolio Manager with Gartmore Group, Fidelity Management & Research, and Fleet Investment Advisors. He was also an analyst at Putnam Investment Management. He is a CFA charterholder and a member of the CFA Society Boston.
Education:
MA; Boston University
BBA; Boston University
Jeffrey Porter, CFA
Executive Vice President | Director of Fixed Income
Jeff joined Congress Asset Management in 2010 as an Executive Vice President and the firm’s Director of Fixed Income. In addition, he is a member of the firm’s Investment Oversight and Management Committees.
Jeff has over 29 years of experience managing fixed income portfolios on behalf of institutions and individual investors. His previous roles have included CEO of Prelude Asset Management, Director of Portfolio Management & Private Equity for Partners HealthCare System, and fixed income portfolio manager for the North Carolina Retirement Systems, where he was responsible for managing over $30 billion dollars in short-term and long-term fixed income assets.
Education
MBA; East Carolina University
BA; North Carolina State University
Amy Noyes, CFA
Vice President | Portfolio Manager
Amy joined Congress Asset Management in 1996. She is a member of the Small Cap Growth and Mid Cap Growth Investment Committees. She has been a member of both Committees since their inception performing idea generation via fundamental security research and portfolio analysis. Amy is also currently responsible for managing taxable high net worth and sub-advisory accounts. Prior to her current role, she was a member of the firm’s equity research team and a member of the Large Cap Growth Investment Committee.
Prior to joining the firm, she held positions at New England Insurance and Investments, Fidelity Investments, and Newbury, Piret & Company, Inc.
During her spare time, she is the Treasurer and Secretary of the Our Promise to Nicholas Foundation, a member of the National Society of the Daughters of the American Revolution, as well as a member of the Minuteman Model A Car Club. Amy is a CFA charterholder and a member of the CFA Society of Boston and the CFA Institute.
Education:
MBA; Northeastern University
BA; Castleton University
Keith Gontarz, CFA
Portfolio Manager
Keith joined Congress Asset Management in 2017 in the role of Product Manager. In August
2020 he was promoted to Portfolio Manager. He focuses on the firm’s tax transition process
and custom Balanced portfolios.
Before joining the firm, he spent time in client service and relationship management at
GW&K Investment Management and Evergreen Investments. He is a CFA Charterholder and
a member of the CFA Society of Boston and the CFA Institute. In his spare time, he enjoys
spending time with his family.
Education:
MBA; Boston College
BA; University of Massachusetts
Nancy Huynh
Director of Research | Portfolio Manager
Nancy has been with Congress Asset Management since 1998. In her current role as Research Director for the firm, she is responsible for overseeing a team of eight equity research analysts and conducting equity research coverage on various market sectors.
She serves as a Portfolio Manager and the co-Chair of the SMid Growth Investment Committee and is a member of the Large Cap and Multi-Cap Growth Investment Committees. Nancy has 23 years of experience conducting financial and market analyses of publicly traded companies.
Education
ALM in Management; Harvard University
BA; Colby College
Eric Meyers, CFA
Portfolio Manager
Eric joined Congress Asset in 2017. In his current roles as a Research Analyst and Portfolio Manager, he is responsible for analyzing and presenting financial data on public companies and industry trends to formulate investment recommendations in the Health Care sector. He is also Chair of the Socially Responsible Investing Committee and a member of the Small Cap Growth Investment Committee.
He has 22 years of investment research experience, having previously been an analyst at Century Capital Management, Loomis Sayles & Co., and Federated Investors.
In his free time, he volunteers on the Board of the Saint Joseph Elementary School and coaches youth soccer in his hometown of Needham, MA.
Education:
BA; University of Notre Dame
MBA; Carnegie Mellon University
Dan Lagan, CFA
CEO | Chief Investment
Officer
John Fitzgerald, CFA
Vice President | Portfolio Manager
Chris Lagan, CFA
President | Portfolio Manager
John O'Reilly, CFA
Senior Vice President| Portfolio Manager
Todd Solomon, CFA
Senior Vice President | Portfolio Manager
Matt Lagan, CFA
Vice President | Portfolio Manager
Amy Noyes, CFA
Vice President | Portfolio Manager
Brian Guild
Vice President | Portfolio Manager
Jeffrey Kerrigan, CFA
Vice President | Portfolio Manager
Noel Blair, CFA
Vice President | Portfolio Manager
Martine Elie, CFA
Vice President | Portfolio Manager
Gregg O'Keefe, CFA
Executive Vice President | Portfolio Manager
Jeff Porter, CFA
Executive Vice President | Portfolio Manager
John Beaver, CFA
Vice President | Portfolio Manager
Keith Gontarz, CFA
Portfolio Manager
Nancy Huynh
Director of Research | Portfolio Manager
Eric Meyers, CFA
Portfolio Manager
Eric Meyers, CFA
Research Analyst
Sri Gullapalli, CFA
Research Analyst
Nancy Huynh
Director of Research
Nick Koup, CFA
Research Analyst
Aaron Fellows, CFA
Research Analyst
Nancy Huynh
Director of Research | Portfolio Manager
Nancy has been with Congress Asset Management since 1998. In her current role as Research Director for the firm, she is responsible for overseeing a team of eight equity research analysts and conducting equity research coverage on various market sectors.
She serves as a Portfolio Manager and the co-Chair of the SMid Growth Investment Committee and is a member of the Large Cap and Multi-Cap Growth Investment Committees. Nancy has 23 years of experience conducting financial and market analyses of publicly traded companies.
Education
ALM in Management; Harvard University
BA; Colby College
Srikanth Gullapalli, CFA
Research Analyst
Sri joined Congress Asset Management in 2005. He is a member of the Equity Research Analyst team, responsible for analyzing data on public companies and industry trends to identify potential investment opportunities in the Information Technology, Energy, and Communication Services sectors. He is also a member of the Small Cap Growth Investment Committee.
Prior to joining Congress,Sri held positons at Eze Castle Integration and Karvy Consultants. He is a CFA charterholder and a member of the CFA Society Boston and the CFA Institute.
Education:
MBA; Vignana Jyothi University
MS; University of St. Thomas
BC; Osmania University
Eric Meyers, CFA
Research Analyst
Eric joined Congress Asset in 2017. In his current roles as Research Analyst and Portfolio Manager, he is responsible for analyzing and presenting financial data on public companies and industry trends to formulate investment recommendations in the Health Care sector. He is also Chair of the Socially Responsible Investing Committee and a member of the Small Cap Growth Investment Committee.
He has 22 years of investment research experience, having previously been an analyst at Century Capital Management, Loomis Sayles & Co., and Federated Investors.
In his free time, he volunteers on the Board of the Saint Joseph Elementary School and coaches youth soccer in his hometown of Needham, MA.
Education:
BA; University of Notre Dame
MBA; Carnegie Mellon University
Nicholas M. Koup, CFA
Research Analyst
Nick joined Congress Asset Management in 2014. In his current role as a Research Analyst for the firm, he is responsible for analyzing and presenting financial data on public companies and industry trends to formulate investment recommendations in the Industrials and Utilities sectors. He is also a member of the SMid Growth Investment Committee.
Prior to joining Congress, he spent two years with Weston Financial Group as a Senior Associate, where his responsibilities included financial modeling for clients, performance reporting, mutual fund analysis, as well as asset allocation and financial planning services. He is a CFA charterholder and a member of the CFA Society Boston and the CFA Institute.
Education:
BBA; James Madison University
Aaron Fellows, CFA
Research Analyst
Aaron joined Congress Asset Management in 2017. In his current role as a Research Analyst, he is responsible for analyzing and presenting financial data on public companies and industry trends to formulate recommendations in the Information Technology and Communication Services sectors. He is also a member of the Mid Cap Growth, ESG, and SRI Investment Committees.
Prior to joining Congress Asset Management, he worked at Congress Wealth Management, where he was responsible for client service, performance reporting, and maintaining the firm's private products. Aaron is a CFA charterholder.
Education:
BA; Connecticut College
Ryan Tumbry, CFA
Research Analyst
Ryan joined Congress Asset Management in 2001. He is a member of the Dividend Growth and SMid Growth Investment Committees, as well as the Equity Research Analyst team. He is currently responsible for analyzing public companies and industry trends to identify potential investment opportunities in the Consumer Discretionary and Consumer Staples sectors. He is a CFA charterholder and a member of the CFA Society Boston and the CFA Institute.
Education:
BS; University at Albany - SUNY
John T. Corrigan, CFA
Vice President Fixed Income Research & Trading
Jack joined Congress Asset Management in 2011 as a Fixed Income Trader. His primary responsibilities include trading and credit research while he also assists with portfolio construction, relative value analysis, and trade idea generation.
Prior to Congress, Jack held positions with Kaufman Rossin Fund Services and State Street Corporation. He is a CFA charterholder, and member of the CFA Society Boston and the CFA Institute.
In his spare time, he is a participant in the Big Brother Program. He also enjoys skiing, surfing and traveling.
Education
BA; Boston College
Bob Schrock, CFA
Research Analyst
Bob joined Congress Asset Management as an Operations Analyst in 2015. In 2019 he became a part of the Equity Research team where he focuses on the Financials, Materials, and REITS sectors. Finally, he is a member of the Multi-Cap Growth Investment Committee.
Prior to joining the firm, he was with F-Squared Investments and Northwestern Mutual. He is a CFA charterholder, and a member of the CFA Society Boston and the CFA Institute.
In his spare time, he enjoys playing soccer, traveling, and spending time with family.
Education:
BA; Kenyon College
Zach Zeller, CFA
Research Analyst
Zach joined Congress Asset Management in 2017. He recently became a member of the equity research team where he is responsible for research in the Industrials sector. He is also a member of the SMid Growth Investment Committee. He was previously a part of the Operations team, focused on maintaining the firm’s portfolio accounting database and Private Equity reconciliation.
Prior to Congress, he held a client service position with State Street Global Services, specializing in Advent’s portfolio accounting platform and custody services. Zach is a CFA charterholder.
Outside of work he enjoys staying active athletically through golf, softball, and skiing.
Education:
BS; University of New Hampshire
Brandon Farr
Vice President | Investment Risk and Analytics
Brandon joined Congress Asset in 2021. In his current role, Brandon works with portfolio managers and investment product committees analyzing risk and portfolio construction.
He has 18 years of investment experience, having previously been a quantitative analyst at Copper Rock Capital Partners, State Street Global Advisors, and Putnam Investments.
Education:
BA/MA; Boston University
John Corrigan, CFA
Vice President Fixed Income
Bob Schrock, CFA
Research Analyst
Zach Zeller, CFA
Research Analyst
Ryan Tumbry, CFA
Research Analyst
Brandon Farr
Vice President | Investment Risk & Analytics
Anne Steer
Senior Vice President | Head of Distribution
Anne is Head of Distribution for Congress Asset Management. She manages sales, client service and marketing and is responsible for developing and executing the firm’s distribution strategy with intermediary and institutional clients. She is also a member of the firm's Management Committee, which is responsible for strategic planning to advance the company's mission and objectives.
Anne has over 30 years of executive leadership experience, with a particular focus in creating and implementing growth strategies for financial services organizations. She has held senior leadership positions at State Street Corporation, Fidelity Investments, and Dwight Asset Management. Prior to joining Congress, Anne was the head of the Board of Advisors and Chief Strategy Officer for Trustfort. She is on the Charitable Foundation Board and Board of Overseers at Newton-Wellesley Hospital.
Education:
MBA; University of Chicago
BA; Mount Holyoke College
Vadim Levin, CAIA
Head of National Accounts
Vadim joined Congress Asset in 2017 and serves as Head of National Accounts for the firm. He is responsible for managing relationships with the firm’s intermediary clients. Prior to joining Congress, Vadim held senior business development positions with Century Capital Management, Taylor Investment Advisors, LP and John Hancock Investments. He was also an analyst with William Blair & Company and Kobren Management. Vadim is a CAIA charterholder.
In his spare time, he enjoys spending time with his family, traveling, reading, and playing squash.
Education
BA; University of Massachusetts
Matthew Leahy, CFA
Institutional Sales and Consultant Relations
Matt has been with Congress Asset Management since 2002. In his current role he is responsible for institutional sales and consultant relations, focusing on endowments, foundations, and defined benefit plans. Prior to this current position, he spent time in trading, equity research, and portfolio management for the firm.
He is a Cross Fit enthusiast and enjoys coaching youth hockey in his home town of Duxbury, Massachusetts. Matt is a CFA charterholder and a member of the Boston Security Analyst Society.
Education:
MBA; Boston College
BS; University of Vermont
David Onan
Senior Vice President | Senior Regional Director
David joined Congress Asset Management in 2012. His primary focus is on generating new business in the firm's equity, fixed income, and balanced investment products. Additionally, he fills a leadership role within the firm's sales organization by providing mentoring to the other Regional Directors and Internal Wholesaling team.
David has over twenty years of experience delivering consultative sales support to financial advisors across all retail intermediary distribution channels. Just prior to joining Congress, he held the position of Vice President/Regional Director with Goldman Sachs Asset Management.
In his spare time, David enjoys spending time with his wife Sonia and children Isabella and Liam, along with playing ice hockey, boating, aviation, and traveling.
Education:
BA; Hamline University
Brad Lange
Vice President | Regional Director
Brad joined Congress Asset Management in 2015. He is responsible for business development and relationship management efforts throughout all financial intermediary distribution channels in New York City, Long Island, Westchester County, New Jersey, Delaware, Maryland, and the District of Columbia for the firm.
Brad has 30 years of experience in the financial services industry, the majority of it focused on providing consultative sales support to financial advisors. Brad enjoys building long term relationships with the advisors he interacts with. Prior to joining Congress, Brad held various wholesaling roles at Dreyfus/ Bank of New York Mellon. He covered all channels from banks to wirehouses.
In his spare time, he enjoys boating, skiing and being a Scout Master for the Boy Scouts of America.
Education:
BA; Norwich University
Greg Fulginite
Vice President | Regional Director
Greg joined Congress Asset Management in 2013. He is responsible for business development and relationship management efforts throughout all financial intermediary distribution channels in New England, Upstate New York, and Pennsylvania for the firm.
Greg has 17 years of experience in the financial services industry, the majority of it focused on providing consultative sales support to financial advisors. Prior to joining Congress, he held business development positions at both Oppenheimer Funds and Putnam Investments. Greg began his career with Coopers and Lybrand as an Associate.
In his spare time, he enjoys spending time with his family, traveling, and all things related to Boston sports.
Education:
BA; Boston College
Huston Stewart
Vice President | Regional Director
Huston joined Congress Asset Management in 2016. He is responsible for business development efforts with financial advisors in the Southeast for the firm. Huston has over 15 years of experience in the financial services industry. The majority of that experience focused on working with financial advisors in delivering a superior client investment experience.
He began his career in the corporate headquarters of UBS in 2002. He then moved on to sales and relationship management positions at JP Morgan and Oppenheimer Funds. Just prior to joining Congress, he was the Southeast Regional Sales Director for NorthCoast Asset Management.
Huston and his wife Julie are both graduates of the University of Alabama, and have two daughters; Caroline and Lily.
Education:
BA: University of Alabama
Jenna Ryan, CFA
Regional Consultant
Jenna joined Congress Asset Management in 2014 in the role of Regional Consultant on the firm’s Intermediary Sales Desk. She is responsible for contributing to the business development efforts through financial advisors in the Southeast, Rocky Mountain, and New York/Upper Mid Atlantic sales regions.
Prior to Congress, she was a Financial Advisor for Morgan Stanley, working with high net worth investors in the areas of financial planning and asset management. Jenna is a CFA Charterholder and a member of the CFA Society of Boston.
In her spare time, she enjoys traveling, fitness, and spending time with family.
Education:
BS; University of Massachusetts
Brian Cunningham
Vice President | Regional Director
Brian joined Congress Asset Management as a Regional Consultant in 2017, providing sales support to the New England/Upstate New York and Southeast territories. He was recently promoted to the role of Regional Director for the Rocky Mountain region.
Prior to Congress, he spent two years as an Internal Wholesaler for Putnam Investments. In his spare time he enjoys ice hockey, fitness, and traveling.
Education
MBA, Providence College
BS, Providence College
Jack Lonergan
Project Manager
Jack joined Congress Asset Management in 2015 in the role of Project Manager.
Jack has over 25 years of financial services experience, the majority of it focused on distributing investments through financial advisory firms. Prior to joining Congress, he was with Fidelity Investments.
In his spare time, he enjoys spending time with his wife and two daughters, as well as playing ice hockey.
Education
BA; Fairfield University
Garrett Callahan
Client Service Associate
Garrett joined Congress Asset Management in 2014 as a Senior Operations Associate. In February of 2018, he transitioned to the role of Client Service Associate.
Prior to joining the firm, Garrett was with Federated MDT Advisors.
In his spare time, he enjoys playing ice hockey and golf.
Education
BS; University of New Hampshire
Steve Horton
Senior Regional Consultant
Steve joined Congress Asset Management in 2001. In his current role as Senior Regional Consultant, he is responsible for supporting the West Coast sales region. In addition, he handles business development efforts in Texas, Oklahoma, and Arkansas.
Prior to joining the firm’s sales team in 2008, he spent 7 years in various operations and trading roles within the firm.
In his spare time, he enjoys spending time with his family.
Education:
BA; Hartwick College
Tony Pacheco, CIMA
National Account Manager
Tony joined Congress Asset in 2020 and serves as National Account Manager for the firm. He is responsible for managing relationships with the firm’s intermediary clients. Before joining Congress, Tony spent seven years at Amundi Pioneer Asset Management, where he held multiple positions within distribution including external wholesaler and national account manager. He began his career as a financial advisor with Prudential Financial.
Tony holds the Certified Investment Management Analyst (CIMA®) and Accredited Investment Fiduciary (AIF®) designations.
In his spare time, he enjoys golf, playing soccer, exercising, and spending time with his family.
Education:
MBA; Nichols College
BS; American International College
Allison Lovell
Vice President | Regional Director
Alli joined Congress Asset Management in 2021. She is responsible for business development efforts with financial advisors on the West Coast for the firm. She has over 23 years of experience in the financial services industry, with most of that experience focused on working with financial advisors across all intermediary distribution channels in delivering a superior client experience.
She began her career in the corporate headquarters of Franklin Templeton in 1997, then moved on to wholesaling positions at ING and Wells Fargo. During her 15 years at Wells Fargo, Alli covered the Retail and Private Bank and Trust channels. Just before joining Congress, she was the West Coast Regional Sales Director for Build Asset Management, focusing on the retirement space.
Alli and her husband Marker, both graduates of the University of California, Davis, live in the Bay Area with their two daughters, Cami and Regan. In her free time, you can find Alli on the tennis court.
Education:
BA: University of California, Davis
Madiha Molani
Client Service Associate
Madiha joined Congress Asset Management in 2022 as a Client Service Associate.
Prior to Congress, Madiha was a member of the Operations team at Cerity Partners (formerly Daintree Advisors) in Boston.
In her spare time, she enjoys weightlifting and playing stand-up jazz bass.
Education:
BA; Colby College
Ralph Barisano
Regional Consultant
Ralph joined Congress Asset in 2022 as a Regional Consultant responsible for providing sales support to the Northeast and Mid West/S. Florida territories.
Prior to Congress, he worked at Empower Retirement as a senior retirement consultant helping investors achieve their financial goals. In his spare time, he enjoys the outdoors, golf, and spending time on Cape Cod with friends and family.
Education:
BS; Merrimack College
Neal Gombeski
Product Manager
Neal joined Congress Asset Management in 2022 as a Product Manager. He is responsible for developing investment content, thought leadership, and competitor and market analysis for the firm and its clients.
Prior to joining Congress, Neal was a Senior Investment Product Analyst at Income Research & Management. Neal also held client service and relationship management roles at IR&M and Wellington Management Company. He is a CFA Charterholder and member of the CFA Society of Boston and the CFA Institute.
In his spare time, he enjoys spending time with family and fitness.
Education
BA, The University of Texas at Austin
Greg Fulginite
Vice President | Regional Director
p. (617) 910 6956
Jenna Ryan, CFA
Regional Consultant
Steve Horton
Senior Regional Consultant
Brian Cunningham
Vice President | Regional Director
p. (860) 712 9441
Huston Stewart
Vice President | Regional Director
p. (646) 734 5535
Alli Lovell
Vice President | Regional Director
p. (510)619 6266
Brad Lange
Vice President | Regional Director
p. (631) 923 5052
David Onan
Senior Vice President | Senior Regional Director
p. (612) 210 8109
Madiha Molani
Client Service Associate
Garrett Callahan
Client Service Associate
Anne Steer
Head of Distribution
Vadim Levin, CAIA
Head of National Accounts
Tony Pacheco, CIMA
National Account Manager
Matthew Leahy, CFA
Institutional Sales & Consultant Relations
Ralph Barisano
Regional Consultant
Neal Gombeski, CFA
Product Manager
Jack Lonergan
Project Manager
Mike Kodzis
Equity Trader
Analysts
Julie Galeros
Compliance Manager
Chris Murray
Equity Trader
Nick Favorito
Equity Trader
Matt Maloney
Investment Administrator | Fixed Income Trader
Ryan Hogan
Operations Analyst
Joel Carpenter
Equity Trader
Tyler Walsh
Senior Equity Trader
Ann Marie Swanson
Chief Compliance Officer
Ann Marie joined Congress Asset Management in June 2021, assuming the position of Chief Compliance Officer on September 1, 2021.
Before joining the firm, Ann Marie was with Commonwealth Financial since 2018, serving as vice president of registered investment adviser compliance, responsible for advising and overseeing the firm's advisory activities.
Previously, she was a director at Alaric Compliance from 2014-2018, serving several of Alaric's investment adviser clients as their chief compliance officer or investment adviser consultant. In addition, Ann Marie has held senior positions at ThomasPartners, a wholly-owned subsidiary of Schwab, Transamerica, Post Advisory Group, and The Boston Company.
Education:
JD; Suffolk University
BA; University of Massachusetts - Amherst
Tyler Walsh
Senior Equity Trader
Tyler joined Congress Asset Management in 2006 as an Equity Trader within the firm’s Operations group. He was recently promoted to the position of Senior Equity Trader. Tyler has over sixteen years of experience in financial services, and has held positions with Cadence Capital Management and the Boston Stock Exchange, prior to joining Congress. In his spare time, he enjoys golf and skiing.
Education:
BA; Boston College
Matt Maloney
Investment Administrator | Fixed Income Trader
Matt joined Congress Asset Management in 2000, and is currently an Investment Administrator on the firm’s fixed income trading desk. During his tenure with the firm, he has held several other positions within operations and sub-advisory trading.
Matt has previous experience with Putnam Investments and Brown Brothers Harriman.
He enjoys spending his spare time with his wife Katie and daughter Amelia.
Education
BA; University of Massachusetts
Julie Galeros
Compliance Manager
Julie joined Congress Asset Management as a full-time employee in 2008.
Prior to 2008, she was an intern for the firm for several years during semester breaks. During that time, she worked on numerous projects within the Operations group.
Education:
MBA; Northeastern University
BA; St. Michael’s College
Brian Strang
Operations Analyst | Technology
Brian joined Congress Asset Management in 2007 as an Operations Analyst, responsible for supporting the firm’s technology needs.
Prior to joining the firm, Brian held the position of Information Technology Manager at Cadence Capital Management. He was also a Network Engineer with Eze-Castle Integration. He is passionate about health and fitness, and his hobbies include golf and skiing.
Education:
BA; Charter Oak State College
MCSE Certification
A+ Certification
Joel Carpenter
Equity Trader
Joel joined Congress Asset Management in 2011, as an Equity Trader within the firm’s Operations group.
Prior to joining the firm, Joel held positions at Boyne Resorts and Brown Brothers Harriman. In his spare time, Joel enjoys spending time with family and friends, along with CrossFit, skiing, and hiking.
Education:
BA; University of Colorado-Boulder
Ryan Hogan
Operations Analyst
Ryan joined Congress Asset Management in 2003, and is currently an Operations Analyst with the firm.
Prior to Congress, Ryan spent ten years with Staples Corporation in their headquarters as an inventory analyst and distribution merchandising coordinator.
In his spare time, he enjoys coaching his children in basketball, baseball, and soccer. In addition, he is a member of the Recreation Committee and the Finance Committee in his hometown of Douglas, Massachusetts.
Education:
BA; Providence College
Chris Murray
Equity Trader
Chris joined Congress Asset Management in 2007, and is currently an Equity Trader responsible for handling the firm’s sub-advisory trading.
Prior to Congress, Chris spent several years with Boston Financial Data Services.
In his spare time, he is an avid Boston sports fan, and also enjoys traveling throughout New England with his wife and daughter.
Education:
BS; University of Massachusetts
Dean Raymond
Operations Associate
Dean joined Congress Asset Management in April 2018 as an Operations Associate. He is currently responsible for account setup and reconciliation, trade settlements, and facilitating private equity calls and distributions. Prior to Congress, Dean worked at Bank of New York Mellon servicing the bank’s largest mutual fund custody client.
In his spare time, he enjoys sports and being with his family.
Education
BA/BS; Westfield State University
Stephanie Hladky
Administrative Assistant
Stephanie joined Congress Asset Management in 2014. In her role as Administrative Assistant, she supports the firm’s President and Managing Director.
Prior to joining the firm, she held administrative positions with Brown Brothers Harriman, the Boston Company, and First Data Corporation.
In addition to raising her two children, she is the Secretary of the Home Owners Association for her neighborhood.
Mary Ellen Brennan
Accountant
Mary Ellen joined Congress Asset Management in 1998. She is responsible for the firm’s accounting and bookkeeping functions.
Prior to joining Congress, Mary Ellen spent time with Microfluidics. She dedicates her spare time towards her three children, the New England Patriots, Disney, and shopping.
Taylor Hanson
Performance Analyst
Taylor joined Congress Asset Management in 2016 as an Administrative Assistant. She was promoted to the position of Operations Associate in the fall of 2019. In 2022, she was again promoted to Manager of Investment Performance Measurement and Analytics.
Prior to joining Congress, Taylor held an administrative role at Daintree Advisors. In her spare time she enjoys traveling and sailing.
Education:
BA; Penn State University
Lauren Mitsiaris
Operations Associate
Lauren joined Congress Asset Management in 2018 as an Administrative Assistant. She is currently an Operations Associate responsible for supporting the operations and sales teams.
In her spare time, she enjoys spending time with family and playing softball.
Education
BA; University of Massachusetts Boston
Mike Kodzis
Equity Trader
Mike joined Congress Asset Management in 2020 as an Equity Trader. He has over 18 years of experience trading international and domestic markets.
Prior to joining Congress, Mike held trading positions at Oechsle International Advisors and Thomas Weisel Asset Management. He is a member of the Boston Securities Traders Association (BSTA).
In his spare time, he enjoys spending time with his family and playing soccer and golf.
Education:
BS; Bentley University
Libbie Anderson
Operations Associate
Libbie joined Congress Asset Management in 2021 as an Operations Associate.
Prior to joining Congress, she worked at Brown Brothers Harriman in Investor Services. In her spare time, she enjoys getting outside; preferably by a beach, spending time with family and friends, and staying active.
Education:
BA; Lasell University
Marc Pezzuto, CFA
Director of Operations
Marc joined Congress Asset Management in 2020 as a Senior Operations Analyst. He was promoted to Director of Operations in June 2022.
He has over 20 years of experience in the financial services industry, including positions as a Senior Operations Analyst at Cadence Capital Management, Senior Portfolio Manager at the Hartford Investment Management Co., and Quantitative Analyst at Batterymarch Financial Management.
His spare time is spent attending his three children's football, soccer, hockey, lacrosse, and field hockey games. In between games he and his family can be found on a lake, a beach, or on a boat fishing.
Education:
MBA; Boston University
BA; Trinity College
Nick Favorito
Equity Trader
Nick joined Congress Asset Management in 2021 as an Equity Trader. He has over 20 years of experience in the financial services industry and 10 years of experience trading domestic equity strategies in sub-advisory, UMA, institutional, retail, and discretionary accounts.
Nick began his career working nights in the correspondence department at Boston Financial Data Services before moving on to several operations and technology roles. Most recently he spent 10 years on the trade desk at Anchor Capital, serving the last two years as the Head Trader.
In his spare time, Nick enjoys cooking, running, and spending time with his wife and dog.
Education
BA; University of Massachusetts, Boston
Bryce Moody
Operations Associate
Bryce joined Congress Asset Management as a compliance intern in 2020. After completing his undergraduate studies in 2021, Bryce rejoined the firm as an Operations Associate.
In his spare time, Bryce enjoys outdoor activities like skiing, fishing, and biking, in addition to his academic passions for philosophy and cultural studies.
Education:
BSBA; The Catholic University of America
Christopher Kane
Operations Associate
Christopher joined Congress Asset Management in 2022 as an Operations Associate.
Prior to joining Congress, Christopher worked at Brown Brothers Harriman in Investor Services.
In his spare time, he enjoys golf and being on a lake.
Education:
BS; Syracuse University
Lauren Germano
Operations Associate
Lauren joined Congress Asset Management in 2022 as an Operations Associate.
Prior to Congress, Lauren was a member of the client services teams at Brown Brothers Harriman and JP Morgan.
In her spare time, she enjoys running and skiing.
Education:
BS; Bryant University
Marc Pezzuto, CFA
Director of Operations
Taylor Hanson
Performance Analyst
Ann Marie Swanson
Chief Compliance Officer
Libbie Anderson
Operations Associate
Dean Raymond
Operations Analyst
Lauren Mitsiaris
Operations Associate
Bryce Moody
Operations Associate
Trading Team
Administrative
Lauren Germano
Operations Associate
Chris Kane
Operations Associate
Brian Strang
Operations Analyst | Technology
Stephanie Hladky
Administrative Assistant
Mary Ellen Brennan
Accounting
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