Our People

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Our People

Leadership

Portfolio Managers

Research

Business Development

Operations & Trading

Dan Lagan, CFA

CEO | 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 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

Dan Lagan, CFA

CEO | Chief Investment

Officer

Anne Steer

Head of Distribution

Chris Lagan, CFA

President | Portfolio Manager

Jeff Porter, CFA

Executive Vice President | Portfolio Manager

Ann Marie Swanson,JD

CCO

Gregg O'Keefe, CFA

Executive Vice President | Portfolio Manager

Matt Lagan, CFA

Vice President | Portfolio Manager

Dan Lagan, CFA

CEO | Chief Investment

Officer

Gregg O'Keefe, CFA

Executive Vice President | Portfolio Manager

Jeff Porter, CFA

Executive Vice President | Portfolio Manager

John Beaver, CFA

Vice President | Portfolio Manager

Noel Blair, CFA

Vice President | Portfolio Manager

Martine Elie, CFA

Vice President | Portfolio Manager

John Fitzgerald, CFA

Vice President | Portfolio Manager

Brian Guild

Vice President | Portfolio Manager

Jeff Kerrigan, CFA

Vice President | Portfolio Manager

Chris Lagan, CFA

President | Portfolio Manager

Matt Lagan, CFA

Vice President | Portfolio Manager

Amy Noyes, CFA

Vice President | Portfolio Manager

John O'Reilly, CFA

Senior Vice President | Portfolio Manager

Todd Solomon, CFA

Senior Vice President | Portfolio Manager

Keith Gontarz, CFA

Portfolio Manager

Nancy Huynh

Senior Vice President | Portfolio Manager

Eric Meyers, CFA

Portfolio Manager

Eric Meyers, CFA

Director of Research | Portfolio Manager

Ryan Tumbry, CFA

Research Analyst

Nick Koup, CFA

Research Analyst

Bob Schrock, CFA

Research Analyst

Aaron Fellows, CFA

Research Analyst

Zach Zeller, CFA

Research Analyst

Brandon Farr

Vice President | Investment Risk & Analytics

John Corrigan, CFA

Vice President Fixed Income

Vadim Levin, CAIA

Head of National Accounts

David Onan

Senior Vice President | Senior Regional Director

p. (612) 210 8109

Huston Stewart

Vice President | Regional Director

p. (646) 734 5535

Jenna Ryan, CFA

Regional Consultant

Neal Gombeski, CFA

Product Manager

Anne Steer

Head of Distribution

Tony Pacheco, CIMA

National Account Manager

Brian Cunningham

Vice President | Regional Director

p. (860) 712 9441

Alli Lovell

Vice President | Regional Director

p. (510)619 6266

Steve Horton

Senior Regional Consultant

Madiha Molani

Client Service Associate

Jack Lonergan

Project Manager

Matthew Leahy, CFA

Institutional Sales & Consultant Relations

Brad Lange

Vice President | Regional Director

p. (631) 923 5052

Greg Fulginite

Vice President | Regional Director

p. (617) 910 6956

Ralph Barisano

Regional Consultant

Garrett Callahan

Client Service Associate

Ann Marie Swanson, JD

Chief Compliance Officer

Marc Pezzuto, CFA

Director of Operations

Brian Strang

Operations Analyst | Technology

Trading Team

Tyler Walsh

Senior Equity Trader

Mike Kodzis

Equity Trader

Joel Carpenter

Equity Trader

Nick Favorito

Equity Trader

Chris Murray

Equity Trader

Matt Maloney

Invesmtment Administrator | Fixed Income Trader

Analysts

Julie Galeros

Compliance Manager

Ryan Hogan

Operations Analyts

Dean Raymond

Operations Analyst

Bryce Moody

Operations Associate

Libbie Anderson

Operations Associate

Taylor Hanson

Performance Analyst

Lauren Germano

Operations Associate

Lauren Mitsiaris

Operations Associate

Chris Kane

Operations Associate

Administrative

Stephanie Hladky

Administrative Assistant

Mary Ellen Brennan

Accounting

Congress Asset Management

2 Seaport Lane, 5th Floor

Boston, MA 02210

617.428.4300