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Congress Asset Management

2 Seaport Lane, 5th Floor

Boston, MA 02210

617.428.4300

© Congress Asset Management Company 2016

  • 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

     

    Fred Wofford

    Chief Compliance Officer

     

  • Research

    Nancy Huynh

    Director of Research

    Noel Blair, CFA

    Research Analyst

    Srikanth Gullapalli, CFA

    Research Analyst

    Nick Koup, CFA

    Research Analyst

    Ryan Tumbry CFA

    Research Analyst

  • Portfolio Management

    Martine Elie, CFA

    Vice President |

    Portfolio Manager

    John O'Reilly, CFA

    Senior Vice President | Portfolio Manager

    Todd Solomon, CFA

    Senior Vice President | Portfolio Manager

    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

    John Fitzgerald, CFA

    Vice President |

    Portfolio Manager

    Jeffrey Porter, CFA

    Executive Vice President | Director of Fixed Income

    Chris Lagan, CFA

    Managing Director | COO

     

     

    Matthew Lagan, CFA

    Vice President |

    Portfolio Manager

    Brian Guild

    Vice President |

    Portfolio Manager

  • Business Development

    Sales Leadership

    Anne Steer

    Head of Distribution

    Matthew Leahy, CFA

    Institutional Sales and Consultant Relations

     

    David Onan

    Senior Vice President

    Senior Regional Director

    p. (612) 210.8109

    Anthony Segala

    Vice President |

    Regional Director

    p. (424) 744.0449

    Brad Lange

    Vice President |

    Regional Director

    p. (631) 923.5052

    Kevin Murphy

    Vice President |

    Regional Director

    p. (610) 203.3195

    Greg Fulginite

    Vice President |

    Regional Director

    p. (617) 910.6956

    Jenna Ryan

    Regional Consultant

    Jaime Petricca

    Regional Consultant

    Steve Horton

    Senior Regional Consultant

    Liz Sadler

    Client Service Associate

    Jack Lonergan

    Project Manager

    Huston Stewart

    Vice President |

    Regional Director

    p. (646) 734.5535

    Sales Team

    Internal Sales

    Client Service and Project Management

  • Operations and Administration

    Trading Team

    Analysts

    Administration and Compliance

    Matt Maloney

    Investment Administrator |

    Fixed Income Trader

    Tyler Walsh

    Senior Equity Trader

    Jack Corrigan, CFA

    Fixed Income Trader

     

    Ryan Hogan

    Operations Analyst

    Emily Diercks, CIPM

    Analyst

     

     

    Bob Schrock, CFA

    Senior Operations Analyst

    Fred Wofford

    Chief Compliance Officer

    Dory Bowers

    Director of Operations

    Chris Kelley

    Senior Operations Associate |

    Equity Trader

     

    Chris Murray

    Investment Administrator

     

    Brian Strang

    Operations Analyst | Technology

    Garrett Callahan

    Senior Operations Analyst

    Joel Carpenter

    Equity Trader

    Stephanie Hladky

    Admistrative Assistant

    Mary Ellen Brennan

    Accounting

    Julie Galeros

    Compliance Manager