Our People
Dan Lagan, CFA
CEO | Chief Investment 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, Large Cap Growth and SMid Growth Investment Committees. 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 and SMid Growth Investment Committees. He is a CFA charterholder, and member of the Boston Security Analysts Society.
Education:
MBA; Boston College
BSBA; 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 23 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
John O'Reilly, CFA
Senior 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, Mid Cap Growth, and SMid 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. A CFA charterholder, and member of the CFA Institute and the Boston Security Analysts Society (BSAS,) he served on the BSAS Board of Directors from 2004 to 2010. John has been an instructor in the BSAS and Kaplan Schweser CFA review programs the last 15 years. Prior to joining Congress, he held positions with Mellon Private Asset Management and State Street Bank & Trust.
Education:
MBA; Bryant University
BA; Providence College
Amy Noyes, CFA
Vice President | Portfolio Manager
Amy joined Congress Asset Management in 1996. She is currently responsible for managing taxable high net worth and sub-advisory accounts. She has been a member of both the Mid Cap Growth and Small Cap Growth Investment Committees since each strategy’s inception. 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 Boston Securities Analysts Society (BSAS) and the CFA Institute.
Education:
MBA; Northeastern University
BA; Castleton 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 SMid Core Opportunity 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
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. 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 Boston Security Analysts Society (BSAS.)
Education:
MBA; New York University
BA; Georgetown University
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 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 20 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. During her spare time, she is a member of St. Benedict Elementary School’s Annual Fund Committee.
Education:
MBA; Northeastern University
BBA; HEC Montreal
John Fitzgerald, CFA
Vice President | Portfolio Manager
John has been with Congress Asset Management since 2001. He is a member of both the SMid Core Opportunity and Small-Cap Growth Investment Committees. 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 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 flow. He is a CFA charterholder and a member of the Boston Securities Analysts Society (BSAS) and the CFA Institute.
Education:
MBA; Suffolk University
BBA; University of Massachusetts
Matthew Lagan, CFA
Vice President | Portfolio Manager
Matt has been with Congress Asset Management since 2003. He is responsible for managing large cap and mid cap growth sub-advised accounts, as well as overseeing Congress’ socially responsible portfolios. He is a member of the Large Cap Growth and SMid Core Opportunity Investment Policy Committees. Since 2013, he has been a member of the Management Committee, which formulates the firm's overall strategic direction. Matt is a CFA charterholder, and a member of the CFA Society Boston and the CFA Institute.
Education:
MBA; University College Dublin
BS; Bridgewater State College
Brian T. Guild
Vice President | Portfolio Manager
Brian joined Congress Asset Management in 2000. He is a member of the Fixed Income and SMid Core Opportunity Investment Committees. His responsibilities include developing analytical, quantitative, and relative valuation models to identify investment opportunities. 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
Lanny Thorndike
Executive Vice President & Managing Director | Portfolio Manager
Lanny joined Congress Asset Management in 2017, and serves as a Portfolio Manager on the Small Cap Growth, SMid Growth, and Large Cap Growth Investment Committees. In addition, he is a member of the firm’s Investment Oversight Committee and Management Committee, which is responsible for strategic planning to advance the company’s mission and objectives.
Prior to Congress, Lanny was Managing Partner of Century Capital, Chairman of the Century Funds, and the Portfolio Manager for Century Small Cap Select Fund and Century Shares Trust. He has more than 26 years of investment experience. Previously, he was an equity analyst at William Blair and Company, LLC and analyst/portfolio manager at CC&F Asset Management.
In his spare time, Lanny participates on the boards of several organizations including Partners Healthcare, Brigham Health, and the Cotting School, the nation’s first school for children with disabilities.
Education:
MBA; Northwestern University
BA; Harvard University
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:
MBA; Boston University
BBA; Boston University
Chris Lagan, CFA
Managing Director | COO
Chris joined Congress Asset Management in 1993, and serves as the firm’s Chief Operating Officer. Since 2002, he has been a Principal and 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 over $1 billion 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
Noel Blair, CFA
Portfolio Specialist
Noel has been with Congress Asset Management since 2001. In his current role as Portfolio Specialist, he is a member of the Small Cap and SMid Growth Committees, performing fundamental research, security research, and portfolio analysis to generate investment ideas for both the Small Cap Growth and SMid Growth portfolios. He has been a member of the Small Cap Growth committee since the strategy’s 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, member of the CFA Institute and the Boston Security Analyst Society.
Education
Attended Cornell University
Brian Guild
Vice President | Portfolio Manager
Noel Blair, CFA
Portfolio Specialist
John Beaver, CFA
Vice President | Portfolio Manager
Jeffrey Kerrigan, CFA
Vice President | Portfolio Manager
Chris Lagan, CFA
Portfolio Manager
Martine Elie, CFA
Vice President | Portfolio Manager
John Fitzgerald, CFA
Vice President | Portfolio Manager
Gregg O'Keefe, CFA
Executive Vice President | Portfolio Manager
Jeffrey Porter, CFA
Executive Vice President | Director of Fixed Income
Amy Noyes, CFA
Vice President | Portfolio Manager
Matt Lagan, CFA
Vice President | Portfolio Manager
John O'Reilly, CFA
Senior Vice President | Portfolio Manager
Todd Solomon, CFA
Senior Vice President | Portfolio Manager
Lanny Thorndike
Executive Vice President & Managing Director | Portfolio Manager
Daniel Lagan, CFA
CEO | Chief Investment Officer
Chris Lagan, CFA
COO | Managing Director
Gregg O'Keefe, CFA
Executive Vice President |
Portfolio Manager
Anne Steer
Head of Distribution
Jeffrey Porter, CFA
Executive Vice President |
Director of Fixed Income
Matt Lagan, CFA
Vice President |
Portfolio Manager
Daniel Lagan, CFA
CEO | Chief Investment O fficer
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 both the firm’s Investment Oversight Committee and Large Cap Growth Investment Committees. 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
Christopher Lagan, CFA
COO | Managing Director
Chris joined Congress Asset Management in 1993, and serves as the firm’s Chief Operating Officer. Since 2002, he has been a Principal and 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 over $1 billion 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
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
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
Fred Wofford
Chief Compliance Officer
Fred joined Congress Asset Management in 2014 as the firm’s Chief Compliance Officer. His responsibilities include managing all compliance, risk and legal functions and associated monitoring. Prior to joining the firm, he was with Bank of America, where he was Director of Compliance for Merrill Lynch Alternative Investments, LLC and Chief Compliance Officer for their SEC registered alternative investment funds. Fred has also held senior compliance positions at Columbia Management and Deutsche Asset Management. Of his many interests outside of work, he founded the Dedham School of Music, where he serves as a Board Member.
Education:
MBA; Northeastern University
BA; University of Connecticut
Matthew Lagan, CFA
Vice President | Portfolio Manager
Matt has been with Congress Asset Management since 2003. He is responsible for managing large cap and mid cap growth sub-advised accounts, as well as overseeing Congress’ socially responsible portfolios. He is a member of the Large Cap Growth and SMid Core Opportunity Investment Policy Committees. Since 2013, he has been a member of the Management Committee, which formulates the firm's overall strategic direction. Matt is a CFA charterholder, and a member of the CFA Society Boston and the CFA Institute.
Education:
MBA; University College Dublin
BS; Bridgewater State 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 23 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
Lanny Thorndike
Executive Vice President & Managing Director | Portfolio Manager
Lanny joined Congress Asset Management in 2017, and serves as a Portfolio Manager on the Small Cap Growth, SMid Growth, and Large Cap Growth Investment Committees. In addition, he is a member of the firm’s Investment Oversight Committee and Management Committee, which is responsible for strategic planning to advance the company’s mission and objectives.
Prior to Congress, Lanny was Managing Partner of Century Capital, Chairman of the Century Funds, and the Portfolio Manager for Century Small Cap Select Fund and Century Shares Trust. He has more than 26 years of investment experience. Previously, he was an equity analyst at William Blair and Company, LLC and analyst/portfolio manager at CC&F Asset Management.
In his spare time, Lanny participates on the boards of several organizations including Partners Healthcare, Brigham Health, and the Cotting School, the nation’s first school for children with disabilities.
Education:
MBA; Northwestern University
BA; Harvard University
Lanny Thorndike
Executive Vice President & Managing Director | Portfolio Manager
Fred Wofford
Chief Compliance Officer
Nancy Huynh
Director of Research
Srikanth Gullapalli, CFA
Research Analyst
Ryan Tumbry CFA
Research Analyst
Nick Koup, CFA
Research Analyst
Eric Meyers, CFA
Research Analyst
Nancy Huynh
Director of Research
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 four equity research analysts and conducting equity research coverage on various market sectors. She is also a member of the Large Cap Growth Investment Committee. Nancy has over 15 years of experience conducting financial and market analysis 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. He is responsible for analyzing data on public companies and industry trends to identify potential investment opportunities in the Industrial and Materials sectors. In the past, he has covered the Consumer Discretionary, Consumer Staples, Information Technology, Healthcare, Telecommunications, and Utilities sectors. Prior to joining Congress, he 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
Ryan Tumbry, CFA
Research Analyst
Ryan joined Congress Asset Management in 2001. He is a member of the Dividend Growth Investment Committee, 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 Energy, Financial, and REIT sectors. Previously, he has covered the Industrial, Materials, Utility, Staples, Technology, Telecommunications and Bio/Pharma sectors. He is a CFA charterholder and a member of the CFA Society Boston and the CFA Institute.
Education:
BS; University at Albany - SUNY
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 Information Technology and Telecommunications sectors. He is also a member of the Mid Cap 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
Eric Meyers, CFA
Research Analyst
Eric joined Congress Asset 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 investment recommendations in the Consumer Discretionary and Consumer Staples sectors.
He has sixteen 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
Aaron Fellows
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 Healthcare sector. Prior to joining Congress Asset Management, he worked at Congress Wealth Management for four years. He was responsible for client service, performance reporting, and maintaining the firm's private products. Aaron is a CFA Exam Level III Candidate.
Education:
BA; Connecticut College
Aaron Fellows
Research Analyst
Anne Steer
Head of Distribution
Anthony Segala
Vice President |
Regional Director
p. (424) 744 0449
Matthew Leahy, CFA
Institutional Sales & Consultant Relations
Vadim Levin, CAIA
Head of National Accounts
Kevin Murphy
Vice President |
Regional Director
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Greg Fulginite
Vice President |
Regional Director
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Huston Stewart
Vice President |
Regional Director
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Steve Horton
Senior Regional Consultant
Jenna Ryan, CFA
Regional Consultant
Brian Cunningham
Regional Consultant
Brad Lange
Vice President |
Regional Director
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David Onan
Senior Vice President |
Senior Regional Director
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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
Anthony Segala
Vice President | Regional Director
Anthony joined Congress Asset Management in 2013. He is responsible for business development efforts on the West Coast for the firm.
Anthony has over 14 years of experience in the financial services industry, with the majority of that experience focused on working with financial advisors to assist them in delivering a superior client investment experience. Prior to joining Congress, Anthony held sales positions with several leading financial services companies; including Fidelity Investments, Pioneer Investments, and Putnam Investments.
In his spare time, Anthony enjoys ice hockey, mountain biking, and playing golf whenever possible.
Education:
BA; Connecticut College
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 sixteen 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 daughter Isabella, along with playing ice hockey, boating, aviation, and traveling.
Education:
BA; Hamline University
Kevin Murphy
Vice President | Regional Director
Kevin joined Congress Asset Management as a Vice President in 2014. He is responsible for business development efforts through financial intermediaries in the Mid-Atlantic region for the firm.
Kevin has 14 years of financial services experience. Prior to joining Congress Asset Management, He was a Senior Vice President with Deutsche Asset & Wealth Management. Previously, Kevin was a top producing Regional Vice President with several insurance companies. He began his career with Prudential Insurance & Financial Services as a Financial Advisor, before joining Lincoln Financial in their Broker Dealer Annuity Group.
In his spare time, he enjoys running and spending time with his wife and three children.
Education:
BS; Bloomsburg 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 and Westchester County for the firm.
Brad has 27 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
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 and Mid-Atlantic sales regions. In addition, he handles business development efforts in Texas, Oklahoma, Louisiana 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
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 and Upstate New York for the firm.
Greg has 14 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
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 Midwest and New York 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
Jack Lonergan
Project Manager
Jack joined Congress Asset Management in 2015 in the role of Project Manager.
Jack has almost 23 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
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 13 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
Keith Gontarz, CFA
Product Management
Keith joined Congress Asset Management in 2017 in the role of Product Manager.
Prior to 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
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
Brian Cunningham
Regional Consultant
Brian joined Congress Asset Management in 2017. In his role as a Regional Consultant he provides sales support to the New England/Upstate New York and Southeast territories.
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
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
Jack Lonergan
Project Manager
Keith Gontarz, CFA
Product Management
Garrett Callahan
Client Service Associate
John T. Corrigan
Vice President Fixed Income Research & Trading
Tyler Walsh
Senior Equity Trader
Dory Bowers
Director of Operations
Dory joined Congress Asset Management in 2013 as the firm’s Director of Operations. In this role, she is responsible for overseeing a team of professionals spanning operations, equity trading, trade settlements, information technology, and administration. Prior to Congress, she held senior operations roles at Boston Common Asset Management and Shepherd Kaplan LLC.
Education:
BA; Smith College
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
Chris Kelley
Senior Operations Consultant | Equity Trader
Chris joined Congress Asset Management in 2014 as a Senior Operations Associate on the firm’s equity trading desk.
Prior to Congress, he held positions with the Boston Stock Exchange, Fidelity Investments, and Linedata.
In his spare time, Chris enjoys spending time with his wife and two young kids, along with running and mountain biking.
Education:
BA; Marist College
Joel Carpenter
Operations Analyst | 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
John T. Corrigan, CFA
Fixed Income Trader
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
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
Chris Murray
Investment Administrator
Chris joined Congress Asset Management in 2007, and is currently an Investment Administrator 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
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
Emily Diercks, CIPM
Analyst
Emily joined Congress Asset Management in 2002, and is currently an Analyst responsible for performance calculation and verification of the firm’s investment strategies.
Prior to Congress, Emily was a consultant with Symphoni Interactive.
In her spare time, she enjoys running and sailing along the Charles River, and snowboarding in Vermont.
Education:
BA; University of Vermont
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.
In her spare time, she enjoys traveling and attending concerts with her husband.
Education:
MBA; Northeastern University
BA; St. Michael’s College
Bob Schrock, CFA
Senior Operations Analyst
Bob joined Congress Asset Management as an Operations Analyst in 2015.
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
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
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.
Fred Wofford
Chief Compliance Officer
Fred joined Congress Asset Management in 2014 as the firm’s Chief Compliance Officer. His responsibilities include managing all compliance, risk and legal functions and associated monitoring. Prior to joining the firm, he was with Bank of America, where he was Director of Compliance for Merrill Lynch Alternative Investments, LLC and Chief Compliance Officer for their SEC registered alternative investment funds. Fred has also held senior compliance positions at Columbia Management and Deutsche Asset Management. Of his many interests outside of work, he founded the Dedham School of Music, where he serves as a Board Member.
Education:
MBA; Northeastern University
BA; University of Connecticut
Zach Zeller
Operations Associate
Zach joined Congress Asset Management in February of 2017 as an Operations Associate. He is currently responsible for maintaining the firm’s portfolio accounting database, as well as Private Equity reconciliation.
Prior to joining Congress he held a client service position with State Street Global Services, specializing in Advent’s portfolio accounting platform, and custody services. Outside of work he enjoys staying active athletically through golf, softball and skiing.
Education:
BS; University of New Hampshire
Taylor Hanson
Administrative Assistant
Taylor joined Congress Asset Management in 2016. In her role as Administrative Assistant, she supports the operations and sales teams.
Prior to joining Congress, Taylor held an administrative role at Daintree Advisors. In her spare time she enjoys traveling and sailing.
Education:
B.A. – Penn State University
Fred Wofford
Chief Compliance Officer
Dory Bowers
Director of Operations
Chris Kelley
Senior Operations Associate |
Equity Trader
Chris Murray
Investment Administrator
Julie Galeros
Compliance Manager
Brian Strang
Operations Analyst | Technology
Bob Schrock, CFA
Senior Operations Analyst
Ryan Hogan
Operations Analyst
Emily Diercks, CIPM
Analyst
Matt Maloney
Investment Administrator |
Fixed Income Trader
Joel Carpenter
Operations Analyst | Equity Trader
Zach Zeller
Operations Analyst
Stephanie Hladky
Administrative Assistant
Mary Ellen Brennan
Accounting
Taylor Hanson
Administrative Assistant
Trading Team
Analysts
Administration
Portfolio Management
Leadership
Research
Business Development
Operations
