Brian joined Congress Asset Management in 2017. He transitioned to the firm’s investment team in 2023 in the role of Client Portfolio Manager, following six years as a member of the sales team.

His role involves developing a deep understanding of our investment strategies, including overall positioning, holdings, and performance attribution. Utilizing this information, he strategically positions and communicates the firm’s capabilities, views, positions, and performance to both current and potential clients. He is also a member of the Mid Cap Growth Investment Policy Committee.

Prior to Congress, he was part of the sales team for Putnam Investments. In his spare time, he enjoys ice hockey, fitness, and traveling. Brian is a CFA charterholder and a member of the CFA Society Boston and the CFA Institute.