Department Contacts

Anne Steer

Head of Distribution

Direct line: 617-428-4307

Email: asteer@congressasset.com

Matthew Leahy, CFA

Consultant Relations & Institutional Sales

Direct line: 617-428-4323

Email: mleahy@congressasset.com

 

 

Marc Pezzuto

Director of Operations

Direct line: 617-428-4377

Email: mpezzuto@congressasset.com

Garrett Callahan

Client Service Associate

Direct line: 617-428-4340

Email: gcallahan@congressasset.com

 

Sales Contacts

West Coast / South West

Mid West & S. Florida

Alli Lovell - Regional Director

 

CA, WA, OR, NV, AK

 

(p) 510.619.6266

 

(e) alovell@congressasset.com

 

 

Steve Horton - Senior Regional Consultant

 

(p) 617.428.4316

 

(e) shorton@congressasset.com

Dave Onan - Senior Regional Director

 

ND, SD, MN, IA, IN, WI, MO, IL, KS, MI, OH, S. Florida

 

(p) 612.210.8109

 

(e) donan@congressasset.com

 

 

 

Ralph Barisano - Regional Consultant

 

(p) 617.428.4368

 

(e) rbarisano@congressasset.com

Southeast

New York / Mid Atlantic

Huston Stewart - Regional Director

 

AL, VA, NC, SC, WV, GA, KY, TN, MS, LA, N. Florida

 

(p) 646.734.5535

 

(e) hstewart@congressasset.com

 

 

Kelly Krueger - Regional Consultant

 

(p) 617.428.4385

 

(e) kkrueger@congressasset.com

 

Brad Lange - Regional Director

 

NJ, DE, MD, DC, NYC Metro area

 

(p) 631.923.5052

 

(e) blange@congressasset.com

 

 

Kelly Krueger -  Regional Consultant

 

(p) 617.428.4385

 

(e) kkrueger@congressasset.com

 

Northeast

Rocky Mountains

Greg Fulginite - Regional Director

 

ME, NH, VT, MA, RI, CT, PA, Upstate NY

 

(p) 617.910.6956

 

(e) gfulginite@congressasset.com

 

 

 

Ralph Barisano - Regional Consultant

 

(p) 617.428.4368

 

(e) rbarisano@congressasset.com

Brian Cunningham, CFA - Regional Director

 

CO, UT, ID, MT, NE, WY, AZ, NM

 

(p) 617.428.4305

 

(e) bcunningham@congressasset.com

 

 

Kelly Krueger -  Regional Consultant

 

(p) 617.428.4385

 

(e) kkrueger@congressasset.com

 

South Central

Hawaii

Steve Horton - Senior Regional Consultant

 

TX, AR, OK

 

(p) 617.428.4316

 

(e) shorton@congressasset.com

 

Matthew Leahy, CFA - Consultant Relations & Institutional Sales

 

HI

 

(p) 617.428.4323 

 

(e) mleahy@congressasset.com

 

National Accounts

Vadim Levin, CAIA

 

Head of National Accounts

 

(p) 617.428.4383

 

(c) 781.929.4701

 

(e) vlevin@congressasset.com

 

 

Tony Pacheco, CIMA, CETF

 

Vice President | National Accounts

 

(c) 774.239.8757

 

(e) tpacheco@congressasset.com

Congress Asset Management

 

2 Seaport Lane, 5th Floor

 

Boston, MA 02210

 

p.800.234.4516 (Sales Desk)

 

p.800.542.7888 (Main Number)

Office Location

 

Our offices are located within the Seaport World Trade Center complex in the heart of Boston's revitalized Seaport District. Our building - World Trade Center East - has received awards from the US Green Building Council for its low demand on energy and resources, as well as its sustainable design features intended to provide a uniquely healthy environment for employees and visitors.

Congress Asset Management

2 Seaport Lane, 5th Floor

Boston, MA 02210

617.428.4300