Our People

Congress Asset Management

2 Seaport Lane, 5th Floor

Boston, MA 02210

617.428.4300

© Congress Asset Management Company 2017

  • Leadership

    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

     

    Lanny Thorndike

    Executive Vice President & Managing Director

    Fred Wofford

    Chief Compliance Officer

  • Portfolio Management

    Daniel Lagan, CFA

    CEO | Chief Investment Officer

    Gregg O'Keefe, CFA

    Executive Vice President | Portfolio Manager

    Amy Noyes, CFA

    Vice President |

    Portfolio Manager

    John Beaver, CFA

    Vice President |

    Portfolio Manager

    Martine Elie, CFA

    Vice President |

    Portfolio Manager

    John Fitzgerald, CFA

    Vice President |

    Portfolio Manager

    Matthew Lagan, CFA

    Vice President |

    Portfolio Manager

    Brian Guild

    Vice President |

    Portfolio Manager

    Jeffrey Porter, CFA

    Executive Vice President | Director of Fixed Income

    John O'Reilly, CFA

    Senior Vice President | Portfolio Manager

    Chris Lagan, CFA

    Managing Director | COO

     

     

    Todd Solomon, CFA

    Senior Vice President | Portfolio Manager

    Lanny Thorndike

    Executive Vice President | Portfolio Manager

    Jeff Kerrigan, CFA

    Vice President | Portfolio Manager

    Noel Blair, CFA

    Portfolio Specialist

  • Research

    Nancy Huynh

    Director of Research

    Srikanth Gullapalli, CFA

    Research Analyst

    Eric Meyers, CFA

    Research Analyst

    Aaron Fellows

    Research Analyst

    Nick Koup, CFA

    Research Analyst

    Ryan Tumbry CFA

    Research Analyst

  • Business Development

    Wholesaling Team

    Huston Stewart

    Vice President |

    Regional Director

    p. (646) 734.5535

    Anne Steer

    Head of Distribution

    Anthony Segala

    Vice President |

    Regional Director

    p. (424) 744.0449

    Matthew Leahy, CFA

    Institutional Sales and Consultant Relations

     

    Kevin Murphy

    Vice President |

    Regional Director

    p. (610) 203.3195

    Greg Fulginite

    Vice President |

    Regional Director

    p. (617) 910.6956

    Steve Horton

    Senior Regional Consultant

    Jenna Ryan, CFA

    Regional Consultant

    Brian Cunningham

    Regional Consultant

    Brad Lange

    Vice President |

    Regional Director

    p. (631) 923.5052

    David Onan

    Senior Vice President

    Senior Regional Director

    p. (612) 210.8109

    Jack Lonergan

    Project Manager

    Keith Gontarz, CFA

    Product Manager

    Vadim Levin, CAIA

    Head of National Accounts

    Internal Sales

    Client Service and Project Management

    Garrett Callahan

    Client Service Associate

  • Operations and Administration

    Zach Zeller

    Operations Associate

    Trading Team

    Analysts

    Administration and Compliance

    Bob Schrock, CFA

    Senior Operations Analyst

    Emily Diercks, CIPM

    Analyst

     

     

    Ryan Hogan

    Operations Analyst

    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

    Stephanie Hladky

    Admistrative Assistant

    Mary Ellen Brennan

    Accounting

    Matt Maloney

    Investment Administrator |

    Fixed Income Trader

    John Corrigan, CFA Fixed Income Trading & Research

     

    Tyler Walsh

    Senior Equity Trader

    Joel Carpenter

    Equity Trader

    Taylor Hanson

    Administrative Assistant