John joined Congress Asset Management in 2002. He is a member of the firm’s Investment Oversight, Fixed Income, and Small Cap Value Investment Committees. In his current role as Portfolio Manager, he performs economic analysis, fundamental research, security research, and portfolio analytics to develop investment ideas. He has over 25 years of investment experience, primarily focused on fixed income research/credit analysis.

Prior to joining Congress, he held analyst positions at Fidelity Investments and Massachusetts Financial Services Co. He is a CFA charterholder and a member of the CFA Society Boston and the CFA Institute.