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

COO | Managing Director

Gregg O'Keefe, CFA

Executive Vice President | Portfolio Manager

Lanny Thorndike

Executive Vice President & Managing Director | Portfolio Manager

Fred Wofford

Chief Compliance Officer

Dan Lagan, CFA

CEO | Chief Investment

Officer

John Fitzgerald, CFA

Vice President | Portfolio Manager

Chris Lagan, CFA

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 Specialist

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

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

Nancy Huynh

Director of Research

Sri Gullapalli, CFA

Research Analyst

Eric Myers, CFA

Research Analyst

Nick Koup, CFA

Research Analyst

Aaron Fellows, CFA

Research Analyst

Ryan Tumbry, CFA

Research Analyst

Bob Schrock, CFA

Research Analyst

John Corrigan, CFA

Vice President Fixed Income

Anthony Segala

Vice President | Regional Director

p. (424) 744 0449

Greg Fulginite

Vice President | Regional Director

p. (617) 910 6956

Jenna Ryan, CFA

Regional Consultant

Steve Horton

Senior Regional Consultant

Wil Gould

 Regional Consultant

Brian Cunningham

Vice President | Regional Director

p. (860) 712 9441

Huston Stewart

Vice President | Regional Director

p. (646) 734 5535

Brad Lange

Vice President | Regional Director

p. (631) 923 5052

David Onan

Senior Vice President | Senior Regional Director

p. (612) 210 8109

Anne Steer

Head of Distribution

Vadim Levin, CAIA

Head of National Accounts

Matthew Leahy, CFA

Institutional Sales & Consultant Relations

Jack Lonergan

Project Manager

Garrett Callahan

Client Service Associate

Keith Gontarz, CFA

Product Management

Joel Carpenter

Operations Analyst | Equity Trader

Tyler Walsh

Senior Equity Trader

Taylor Hanson

Operations Associate

James Cammuso

Operations Associate

Chris Murray

Investment Administrator

Matt Maloney

Investment Administrator | Fixed Income Trader

Chris Kelley

Senior Operations Associate | Equity Trader

Brian Strang

Operations Analyst | Technology

Fred Wofford

Chief Compliance Officer

Dory Bowers

Director of Operations

Emily Diercks, CIPM

Manager Investment Performance Measurement & Analytics

Zach Zeller

Operations Analyst

Sophia Gustavsson

Compliance

Dean Raymond

Operations Analyst

Ryan Hogan

Operations Analyst

Julie Galeros

Compliance Manager

Trading Team

Analysts

Administrative

Stephanie Hladky

Administrative Assistant

Mary Ellen Brennan

Accounting

Lauren Mitsiaris

Administrative Assistant

Congress Asset Management

2 Seaport Lane, 5th Floor

Boston, MA 02210

617.428.4300

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