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

President

Gregg O'Keefe, CFA

Executive Vice President | Portfolio Manager

Ann Marie Swanson

Chief Compliance Officer

Dan Lagan, CFA

CEO | Chief Investment

Officer

John Fitzgerald, CFA

Vice President | Portfolio Manager

Chris Lagan, CFA

Portfolio Manager

John O'Reilly, CFA

Senior Vice President| Portfolio Manager

Todd Solomon, CFA

Senior Vice President | 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 Manager

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

Keith Gontarz, CFA

 Portfolio Manager

Nancy Huynh

Director of Research | Portfolio Manager

Eric Meyers, CFA

Portfolio Manager

Eric Meyers, CFA

Research Analyst

Sri Gullapalli, CFA

Research Analyst

Nancy Huynh

Director of Research

Nick Koup, CFA

Research Analyst

Aaron Fellows, CFA

Research Analyst

John Corrigan, CFA

Vice President Fixed Income

Bob Schrock, CFA

Research Analyst

Zach Zeller, CFA

Research Analyst

Ryan Tumbry, CFA

Research Analyst

Brandon Farr

Vice President | Investment Risk & Analytics

Greg Fulginite

Vice President | Regional Director

p. (617) 910 6956

Jenna Ryan, CFA

Regional Consultant

Steve Horton

Senior Regional Consultant

Brian Cunningham

Vice President | Regional Director

p. (860) 712 9441

Huston Stewart

Vice President | Regional Director

p. (646) 734 5535

Alli Lovell

Vice President | Regional Director

p. (510)619 6266

Brad Lange

Vice President | Regional Director

p. (631) 923 5052

David Onan

Senior Vice President | Senior Regional Director

p. (612) 210 8109

Madiha Molani

Client Service Associate

Garrett Callahan

Client Service Associate

Anne Steer

Head of Distribution

Vadim Levin, CAIA

Head of National Accounts

Tony Pacheco, CIMA, AIF

National Account Manager

Matthew Leahy, CFA

Institutional Sales & Consultant Relations

Ralph Barisano

Regional Consultant

Neal Gombeski, CFA

Product Manager

Jack Lonergan

Project Manager

Mike Kodzis

Equity Trader

Analysts

Julie Galeros

Compliance Manager

Chris Murray

Equity Trader

Nick Favorito

Equity Trader

Matt Maloney

Investment Administrator | Fixed Income Trader

Ryan Hogan

Operations Analyst

Joel Carpenter

Equity Trader

Tyler Walsh

Senior Equity Trader

Marc Pezzuto, CFA

Director of Operations

Taylor Hanson

Performance Analyst

Ann Marie Swanson

Chief Compliance Officer

Libbie Anderson

Operations Associate

Dean Raymond

Operations Analyst

Lauren Mitsiaris

Operations Associate

Bryce Moody

Operations Associate

Trading Team

Administrative

Sean Oleasz

Operations Data Analyst

Lauren Germano

Operations Associate

Chris Kane

Operations Associate

Brian Strang

Operations Analyst | Technology

Stephanie Hladky

Administrative Assistant

Mary Ellen Brennan

Accounting

Congress Asset Management

2 Seaport Lane, 5th Floor

Boston, MA 02210

617.428.4300

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