Regional Sales Contacts

Regional Directors

West Coast


South Central

New York/Mid Atlantic

Mid West/S. Florida



Rocky Mountains

Alli Lovell

(p) 510.619.6266


Dave Onan

(p) 612.210.8109


Huston Stewart

(p) 646.734.5535


Steve Horton

(p) 617.428.4316


Greg Fulginite

(p) 617.910.6956


Matthew Leahy, CFA

(p) 617.428.4323 


Brian Cunningham

(p) 617.428.4305


Brad Lange

(p) 631.923.5052


sales desk 800.234.4516

Regional Consultants

Steve Horton

(p) 617.428.4316


Jenna Ryan

(p) 617.428.4378


Anne Steer

Head of Distribution

(p) 617.428.4307

(c) 617.276.5012


Vadim Levin, CAIA

Head of National Accounts

(p) 617.428.4383

(c) 781.929.4701


Tony Pacheco CIMA, AIF

National Accounts Manager

(c) 774.239.8757


Congress Asset Management

2 Seaport Lane, 5th Floor

Boston, MA 02210


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