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

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

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

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 29 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

Matthew Lagan, CFA

Vice President | Portfolio Manager

Matt has been with Congress Asset Management since 2003. He chairs the firm’s Impact Investing Investment Committee, and co-chairs the Large Cap Growth Investment Committee. He is also a member of the SMid Core Opportunity and SMid Growth Investment Committees. Since 2013, he has been a member of the firm’s Management Committee, which formulates the organization’s overall strategic direction. Matt is a CFA charterholder, and a member of the CFA Society Boston and the CFA Institute.

Education:

M.B.A.; University College Dublin

B.S.; Bridgewater State College

Ann Marie Swanson

Chief Compliance Officer

Ann Marie joined Congress Asset Management in June 2021, assuming the position of Chief Compliance Officer on September 1, 2021.

Before joining the firm, Ann Marie was with Commonwealth Financial since 2018, serving as vice president of registered investment adviser compliance, responsible for advising and overseeing the firm's advisory activities.

Previously, she was a director at Alaric Compliance from 2014-2018, serving several of Alaric's investment adviser clients as their chief compliance officer or investment adviser consultant. In addition, Ann Marie has held senior positions at ThomasPartners, a wholly-owned subsidiary of Schwab, Transamerica, Post Advisory Group, and The Boston Company.

Education:

JD; Suffolk University

BA; University of Massachusetts - Amherst

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 Health Care sector.  He is also a member of the Socially Responsible Investing and SMid Growth Investment Committees.

He has 21 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

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 Industrials and Utilities 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

Aaron Fellows, CFA

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 Information Technology and Communication Services  sectors.  He is a member of the SMid Growth and ESG Investment Committees.

Prior to joining Congress Asset Management, he worked at Congress Wealth Management, where he was responsible for client service, performance reporting, and maintaining the firm's private products.  Aaron is a CFA charterholder.

Education:

BA; Connecticut College

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 Consumer Discretionary and Consumer Staples sectors.  He is a CFA charterholder and a member of the CFA Society Boston and the CFA Institute.

Education:

BS; University at Albany - SUNY

John T. Corrigan, CFA

Vice President Fixed Income Research & Trading

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

Zach Zeller, CFA

Research Analyst

Zach joined Congress Asset Management in 2017.  He recently became a member of the equity research team where he is responsible for research in the Industrials sector.  He is also a member of the SMid Growth Investment Committee.  He was previously a part of the Operations team, focused on maintaining the firm’s portfolio accounting database and Private Equity reconciliation.

Prior to Congress, he held a client service position with State Street Global Services, specializing in Advent’s portfolio accounting platform and custody services. Zach is a CFA charterholder.

Outside of work he enjoys staying active athletically through golf, softball, and skiing.

Education:

BS; University of New Hampshire

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

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 twenty 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

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, Westchester County, New Jersey, Delaware, Maryland, and the District of Columbia for the firm.

Brad has 30 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

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, Upstate New York, and Pennsylvania for the firm.

Greg has 17  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

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 15 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

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/S. Florida and New York/Upper Mid Atlantic 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

Tony Pacheco, CIMA, AIF

National Account Manager

Tony joined Congress Asset in 2020 and serves as National Account Manager for the firm. He is responsible for managing relationships with the firm’s intermediary clients. Before joining Congress, Tony spent seven years at Amundi Pioneer Asset Management, where he held multiple positions within distribution including external wholesaler and national account manager. He began his career as a financial advisor with Prudential Financial.

Tony holds the Certified Investment Management Analyst (CIMA®) and Accredited Investment Fiduciary (AIF®) designations.

In his spare time, he enjoys golf, playing soccer, exercising, and spending time with his family.

Education:

MBA; Nichols College

BS; American International College

Scott Sample, CFA

Product Manager

Scott joined Congress Asset Management 2020 serving in the role of Product Manager. As a product manager Scott is responsible for developing and delivering investment product and strategy research for the firm and its clients.

Prior to joining Congress, Scott was a product manager for John Hancock Investment Management. Scott began his career in Dubai, UAE where he spent over seven years with a leading private wealth management firm in the region providing portfolio management and planning services for high net worth individuals and institutional clients.

Scott is a CFA charterholder and a member of the CFA Society Boston.

Education

BSc; Trinity College

Allison Lovell

Vice President | Regional Director

Alli joined Congress Asset Management in 2021.  She is responsible for business development efforts with financial advisors on the West Coast for the firm.  She has over 23 years of experience in the financial services industry, with most of that experience focused on working with financial advisors across all intermediary distribution channels in delivering a superior client experience.

She began her career in the corporate headquarters of Franklin Templeton in 1997, then moved on to wholesaling positions at ING and Wells Fargo.  During her 15 years at Wells Fargo, Alli covered the Retail and Private Bank and Trust channels.  Just before joining Congress, she was the West Coast Regional Sales Director for Build Asset Management, focusing on the retirement space.

Alli and her husband Marker, both graduates of the University of California, Davis, live in the Bay Area with their two daughters, Cami and Regan. In her free time, you can find Alli on the tennis court.

Education:

BA: University of California, Davis

Ann Marie Swanson

Chief Compliance Officer

Ann Marie joined Congress Asset Management in June 2021, assuming the position of Chief Compliance Officer on September 1, 2021.

Before joining the firm, Ann Marie was with Commonwealth Financial since 2018, serving as vice president of registered investment adviser compliance, responsible for advising and overseeing the firm's advisory activities.

Previously, she was a director at Alaric Compliance from 2014-2018, serving several of Alaric's investment adviser clients as their chief compliance officer or investment adviser consultant. In addition, Ann Marie has held senior positions at ThomasPartners, a wholly-owned subsidiary of Schwab, Transamerica, Post Advisory Group, and The Boston Company.

Education:

JD; Suffolk University

BA; University of Massachusetts - Amherst

Nick Favorito

Equity Trader

Nick joined Congress Asset Management in 2021 as an Equity Trader. He has over 20 years of experience in the financial services industry and 10 years of experience trading domestic equity strategies in sub-advisory, UMA, institutional, retail, and discretionary accounts.

Nick began his career working nights in the correspondence department at Boston Financial Data Services before moving on to several operations and technology roles. Most recently he spent 10 years on the trade desk at Anchor Capital, serving the last two years as the Head Trader.

In his spare time, Nick enjoys cooking, running, and spending time with his wife and dog.

Education

BA; University of Massachusetts, Boston