Gregg O'Keefe

Executive Vice President | Portfolio Manager

Gregg joined Congress Asset Management in 1986.  He has held numerous positions during his time with the firm, in addition to his primary role as Portfolio Manager.  Currently, he is a member of the firm's Management Committee, which is responsible for setting strategic direction for the organization.  In addition, he is a member of the Investment Oversight Committee, which provides governance and oversight for the company’s investment products.  Finally, he chairs the Small Cap Growth Investment Committee and is a member of the Mid Cap Growth Investment Committee.  He is a CFA charterholder and member of the CFA Society Boston and the CFA Institute.

Education:

MBA; Boston College

BSBA; Boston University

Jeffrey Porter, CFA

Executive Vice President | Director of Fixed Income

Jeff joined Congress Asset Management in 2010 as an Executive Vice President and the firm’s Director of Fixed Income.  In addition, he is a member of the firm’s Investment Oversight and Management Committees.

Jeff has over 31 years of experience managing fixed income portfolios on behalf of institutions and individual investors.  His previous roles have included CEO of Prelude Asset Management, Director of Portfolio Management & Private Equity for Partners HealthCare System, and fixed income portfolio manager for the North Carolina Retirement Systems, where he was responsible for managing over $30 billion dollars in short-term and long-term fixed income assets.

Education:

MBA; East Carolina University

BA; North Carolina State University

John Beaver, CFA

Vice President | Portfolio Manager

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.

Education

MBA; Babson College

BA; Colby College

Noel Blair, CFA

Vice President | Portfolio Manager

Noel has been with Congress Asset Management since 2001. In his current role as Portfolio Manager, he is a member of the Small Cap Growth Investment Committee, performing fundamental research, security research, and portfolio analysis to generate investment ideas for the Portfolio.  He has been a member of this Committee since its inception.  Prior to his current role, he was a member of the firm’s equity research team for 12 years, covering a broad range of economic sectors, providing company and industry analysis and recommendations to the investment team to assist their decision making process.  Noel is a CFA charterholder and a member of the CFA Institute and CFA Society of Boston.

Education

Attended Cornell University

Martine Elie, CFA

Vice President | Portfolio Manager

Martine has been with Congress Asset Management since 1999.  She chairs the Dividend Growth Strategy Investment Policy Committee and is a member of the firm's Large Cap Growth, Small Cap Value, and Private Equity Investment Committees.  In addition, she is part of the firm’s Investment Oversight Committee.  In her role as Portfolio Manager, she relies upon her 24 years of investment experience to advise institutional and high net worth clients, ensuring adherence to portfolio risk controls and implementing equity recommendations.

Prior to joining Congress, she began her career as an equity research analyst with Majendie Charlton Securities.  She is a CFA charterholder and a member of the CFA Society Boston, CFA Montreal, and the CFA Institute.  During her spare time, she is a member of St. Benedict Elementary School’s Annual Fund Committee.

Education

MBA; Northeastern University

BBA; HEC Montreal

John Fitzgerald, CFA

Vice President | Portfolio Manager

John has been with Congress Asset Management since 2001.  He is a member of the Private Equity, Dynamic Tax, and Small Cap Growth Investment Committees.  He has been a member of the Small Cap Growth Investment Committee since its inception.

Prior to joining the firm, he spent seven years with Gannett Welsh and Kotler and MG Financial, providing personal financial advice to high-net-worth individuals in areas such as manager selection, asset allocation, and estate and tax planning.

Previously, he was a financial analyst with Wellington Management Co., where his responsibilities included researching corporate financial statements, budgets, and cash flows.  He is a CFA charterholder and a member of the CFA Society Boston and the CFA Institute.

Education

MBA; Suffolk University

BBA; University of Massachusetts

Brian T. Guild

Vice President | Portfolio Manager

Brian joined Congress Asset Management in 2000. He is a member of the Fixed Income Investment Policy Committee, where his responsibilities include developing analytical, quantitative, and relative valuation models to identify investment opportunities.  In addition, he is a member of the firm's ESG and SRI Investment Committees.

Prior to his current role, he was a member of the firm's Research Team, providing company, industry, and overall market information to the investment team to assist them in their decision-making process.

Education

MBA; Northeastern University

BS; Bentley University

Jeffrey Kerrigan, CFA

Vice President | Portfolio Manager

Jeff joined Congress Asset in 2017 as a Portfolio Manager.  He serves as chair of the Small Cap Value Investment Policy Committee.

He has over 28 years of investment management and research experience.  Prior to joining the firm, he was a Partner and Portfolio Manager at Century Capital Management, LLC.  Previously, he was a Portfolio Manager and Chief Investment Officer at Haber Trilix, and a Portfolio Manager with Gartmore Group, Fidelity Management & Research, and Fleet Investment Advisors.  He was also an analyst at Putnam Investment Management.  He is a CFA charterholder and a member of the CFA Society Boston and CFA Institute.

Education

MA; Boston University

BA; Boston University

Christopher Lagan, CFA

President | Portfolio Manager

Chris joined Congress Asset Management in 1993 and serves as the firm’s President.  Since 2002, he has been a member of the firm’s Management Committee, which is responsible for strategic planning to advance the company’s mission and objectives.  He is also chair of the Private Equity Committee, which oversees sourcing, due diligence, and commitments to nearly $400 million in private equity allocations.

Additionally, he serves as an advisory board member for several private equity funds. An avid cyclist and runner, he also maintains a small apiary at his home in Medway, Massachusetts. Chris is a CFA charterholder and member of the CFA Society Boston and the CFA Institute.

Education

MBA; Boston University

BA; St. Michael's College

Amy Noyes, CFA

Vice President | Portfolio Manager

Amy joined Congress Asset Management in 1996.  She is a member of the Small Cap Growth and Mid Cap Growth Investment Committees. She has been a member of both Committees since their inception performing idea generation via fundamental security research and portfolio analysis. Amy is also currently responsible for managing taxable high net worth and sub-advisory accounts.  Prior to her current role, she was a member of the firm’s Equity Research team and a member of the Large Cap Growth Investment Committee.

Prior to joining Congress Asset, she held positions at New England Insurance and Investments, Fidelity Investments, and Newbury, Piret & Company, Inc.

During her spare time, she is the Treasurer and Secretary of the Our Promise to Nicholas Foundation, a member of the National Society of the Daughters of the American Revolution, as well as a member of the Minuteman Model A Car Club.  Amy is a CFA charterholder and a member of the CFA Society Boston and the CFA Institute.

Education

MBA; Northeastern University

BA; Castleton University

John O’Reilly, CFA

Senior Vice President | Portfolio Manager

John joined Congress Asset Management in 2001. He is currently chair of the Multi-Cap Growth Investment Policy Committee and a member of the Large Cap Growth and Mid Cap Growth Investment Policy Committees. Finally, he is a member of the firm’s Investment Oversight Committee. From 2001 to 2006, he was the Director of Equity Research for Congress, leading a team of six equity analysts responsible for compiling and interpreting financial data in order to make investment recommendations. He is a CFA charterholder and member of the CFA Institute and the CFA Society Boston, where he served on the Board of Directors from 2004 to 2010. John has been an instructor in the CFA Society Boston and Kaplan Schweser CFA review programs for the last 15 years.

Prior to joining Congress, he held positions with Mellon Private Asset Management and State Street Bank & Trust.

Education

BA; Providence College

MBA; Bryant University

Matthew Lagan, CFA

Vice President | Portfolio Manager

Matt has been with Congress Asset Management since 2003. He chairs the firm’s Large Cap Growth Investment Committee and is also a member of the SMid Core Opportunity, SMid Growth, and ESG/SRI Investment Committees. Since 2013, he has been a member of the firm’s Management Committee, which formulates the organization’s overall strategic direction. Matt is a CFA charterholder and a member of the CFA Society Boston and the CFA Institute.

Education

M.B.A.; University College Dublin

B.S.; Bridgewater State College

Todd Solomon, CFA

Senior Vice President | Portfolio Manager

Todd joined Congress Asset Management in 2001. He is a member of Congress Asset Management’s Investment Oversight Committee and chairs the Mid Cap Growth Investment Policy Committee. Finally, he is a member of the Multi-Cap Growth Investment Committee. He has 22 years of investment experience, spanning both equity research and portfolio management.

Previously, he has held positions at US Trust Company, Fidelity Management and Research Co, and the Pioneer Group, Inc. He is a CFA charterholder, and member of the CFA Society Boston.

Education

B.A. Georgetown University

M.B.A. New York University

Keith Gontarz, CFA

Portfolio Manager

Keith joined Congress Asset Management in 2017 in the role of Product Manager. In 2020, he was promoted to Portfolio Manager, where he focuses on the firm’s tax transition process and custom Balanced portfolios.

Before joining the firm, he spent time in client service and relationship management at

GW&K Investment Management and Evergreen Investments. He is a CFA Charterholder and

a member of the CFA Society Boston and the CFA Institute. In his spare time, he enjoys spending time with his family.

Education

MBA; Boston College

BA; University of Massachusetts

Nancy Huynh

Senior Vice President | Portfolio Manager

Nancy has been with Congress Asset Management since 1998.  She serves as a Portfolio Manager and the Chair of the SMid Growth Investment Policy Committee and is a member of the Large Cap and Multi-Cap Growth Investment Committees.

Prior to her current role, she served as Director of Research for the firm, responsible for overseeing a team of eight equity research analysts and conducting equity research coverage on various market sectors.  Nancy has 23 years of experience conducting financial and market analyses of publicly traded companies.

Education

ALM in Management; Harvard University

BA; Colby College

Eric Meyers, CFA

Director of Research | Portfolio Manager

Eric joined the firm’s Equity Research team in 2017.  Since then he has been promoted to Director of Research and Portfolio Manager. He is also responsible for analyzing and presenting financial data on public companies and industry trends to formulate investment recommendations in the Health Care and Utilities sectors.  Finally, he is Chair of the Socially Responsible Investing Committee and a member of the Small Cap Growth Investment Committee.

He has 22 years of investment experience, having previously been an analyst at Century Capital Management, Loomis Sayles & Co., and Federated Investors.

In his free time, he volunteers on the Board of the Saint Joseph Elementary School and coaches youth soccer in his hometown of Needham, MA.

Education

BA; University of Notre Dame

MBA; Carnegie Mellon University

Ryan Tumbry, CFA

Research Analyst

Ryan joined Congress Asset Management in 2001. He is a member of the Dividend Growth and SMid Growth Investment Policy Committees, as well as the Equity Research Analyst team.  He is currently responsible for analyzing public companies and industry trends to identify potential investment opportunities in the Consumer Discretionary sector.  He is a CFA charterholder and a member of the CFA Society Boston and the CFA Institute.

Education

BS; University at Albany - SUNY

Bob Schrock, CFA

Research Analyst

Bob joined Congress Asset Management as an Operations Analyst in 2015. In 2019 he joined the Equity Research team where he focuses on the Financials, Real Estate, Materials and Energy sectors.  Finally, he is a member of the Multi-Cap Growth Investment Committee.

Prior to joining the firm, he was with F-Squared Investments and Northwestern Mutual.  He is a CFA charterholder, and a member of the CFA Society Boston and the CFA Institute.

In his spare time, he enjoys playing soccer, traveling, and spending time with his family.

 Education

 BA; Kenyon College

Aaron Fellows, CFA

Research Analyst

Aaron joined Congress Asset Management in 2017. In his current role as a Research Analyst, he is responsible for analyzing and presenting financial data on public companies and industry trends to formulate recommendations in the Information Technology and Communication Services sectors.  He is also a member of the Mid Cap Growth, ESG, and SRI Investment Committees.

Prior to joining Congress Asset Management, he worked at Congress Wealth Management where he was responsible for client service, performance reporting, and maintaining the firm's private products.  He is a CFA charterholder and a member of the CFA Society Boston and the CFA Institute.

Education

BA; Connecticut College

John T. Corrigan, CFA

Vice President Fixed Income Research & Trading

Jack joined Congress Asset Management in 2011 as a Fixed Income Trader.  His primary responsibilities include trading and credit research.  He also assists with portfolio construction, relative value analysis, and trade idea generation.

Prior to Congress, Jack held positions with Kaufman Rossin Fund Services and State Street Corporation.  He is a CFA charterholder and member of the CFA Society Boston and the CFA Institute.

In his spare time, he is a participant in the Big Brother Program.  He also enjoys skiing, surfing, and traveling.

Education

BA; Boston College

Nicholas M. Koup, CFA

Research Analyst

Nick joined Congress Asset Management in 2014. In his current role as a Research Analyst for the firm, he is responsible for analyzing and presenting financial data on public companies and industry trends to formulate investment recommendations in the Information Technology and Communication Services sectors.  He is also a member of the SMid Growth Investment Committee.

Prior to joining Congress, he spent two years with Weston Financial Group as a Senior Associate, where his responsibilities included financial modeling for clients, performance reporting, mutual fund analysis, as well as asset allocation and financial planning services.  He is a CFA charterholder and a member of the CFA Society Boston and the CFA Institute.

Education

BBA; James Madison University

Brandon Farr

Head of Data & Analytics

Brandon joined Congress Asset in 2021 and serves as the Head of Data & Analytics for the firm.  Brandon helps Congress acquire, organize, and utilize data products in support of decision making across the firm.  Additionally, he works with portfolio managers and investment product committees on portfolio construction and risk management.

He has 19 years of investment experience, previously holding quantitative and risk positions at Copper Rock Capital Partners, State Street Global Advisors, and Putnam Investments.

Education

MA; Boston University

BA; Boston University

Zach Zeller, CFA

Research Analyst

Zach joined Congress Asset Management in 2017.  He recently became a member of the equity research team where he is responsible for research in the Industrials sector.  He is also a member of the SMid Growth Investment Committee.  He was previously a part of the Operations team, focused on maintaining the firm’s portfolio accounting database and Private Equity reconciliation.

Prior to Congress, he held a client service position with State Street Global Services, specializing in Advent’s portfolio accounting platform and custody services. Zach is a CFA charterholder.

Outside of work, he enjoys staying active athletically through golf, softball, and skiing.

Education

BS; University of New Hampshire

Mark Nygren, CFA

Research Analyst

Mark joined Congress Asset Management in 2023.  In his current role as a Research Analyst, he is responsible for analyzing and presenting financial data on public companies and industry trends to formulate recommendations in the Health Care sector.

Mark has over 12 years of investment research experience.

Prior to joining Congress Asset, he held analyst positions at William Blair Investment Management and Discovery Equity Partners.  He is a CFA charterholder.

In his spare time, he enjoys golf, hockey, wine, and spending time with his children.

Education

BBA; University of Wisconsin-Madison

Emma Szkutak

Research Analyst

Emma joined Congress Asset Management in 2023.  In her current role as a research analyst, she is responsible for analyzing and presenting financial data on public companies and industry trends to formulate recommendations in the Consumer Staples sector.

Prior to Congress, she held several positions at CIBC Private Wealth Management.

Outside of work, she enjoys getting outside to run or hike.

Education

BS; Boston University

Dean Raymond, CAIA

Alternatives Analyst

Dean joined Congress Asset Management in April 2018 as an Operations Associate.  In 2023, he was promoted to the role of Alternative Analyst.  He is responsible for various operational requirements related to the firm's private equity commitments along with analyzing existing and prospective private equity funds.  In addition, he conducts client reviews and interfaces with institutional consultants.

Prior to Congress, Dean worked at Bank of New York Mellon servicing the bank’s largest mutual fund custody client.

In his spare time, he enjoys sports and being with his family.

Education

BA/BS; Westfield State University

Vadim Levin, CAIA

Head of National Accounts

Vadim joined Congress Asset in 2017 and serves as Head of National Accounts for the firm.  He is responsible for managing relationships with the firm’s intermediary clients. Prior to joining Congress, Vadim held senior business development positions with Century Capital Management, Taylor Investment Advisors, LP and John Hancock Investments. He was also an analyst with William Blair & Company and Kobren Management.  Vadim is a CAIA charterholder.

In his spare time, he enjoys spending time with his family, traveling, reading, and playing squash.

Education

 BA; University of Massachusetts

Tony Pacheco, CIMA, CETF

Vice President | National Accounts

Tony joined Congress Asset in 2020 and serves as Vice President of National Accounts for the firm. He is responsible for managing relationships with the firm’s intermediary clients. Before joining Congress, Tony spent seven years at Amundi Pioneer Asset Management, where he held multiple positions within distribution including external wholesaler and national account manager. He began his career as a financial advisor with Prudential Financial.

Tony holds the Certified Investment Management Analyst (CIMA®) and Certified ETF Advisor (CETF) designations.

In his spare time, he enjoys golf, playing soccer, exercising, and spending time with his family.

Education

MBA; Nichols College

BS; American International College

David Onan

Senior Vice President | Senior Regional Director

David joined Congress Asset Management in 2012.  His primary focus is on generating new business in the firm's equity, fixed income, and balanced investment products.  Additionally, he fills a leadership role within the firm's sales organization by providing mentoring to the other Regional Directors and Internal Wholesaling team.

He has over twenty years of experience delivering consultative sales support to financial advisors across all retail intermediary distribution channels.  Just prior to joining Congress, he held the position of Vice President/Regional Director with Goldman Sachs Asset Management.

In his spare time, David enjoys spending time with his wife Sonia and children Isabella and Liam, along with playing ice hockey, boating, aviation, and traveling.

Education

BA; Hamline University

Brian Cunningham, CFA

Vice President | Regional Director

Brian joined Congress Asset Management as a Regional Consultant in 2017, providing sales support to the New England/Upstate New York and Southeast territories.  He was then promoted to the role of Regional Director for the Rocky Mountain region.

Prior to Congress, he spent two years as an Internal Wholesaler 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.

Education

MBA, Providence College

BS, Providence College

Matthew Leahy, CFA

Institutional Sales and Consultant Relations

Matt has been with Congress Asset Management since 2002. In his current role, he is responsible for institutional sales and consultant relations, focusing on endowments, foundations, and defined benefit plans. Prior to this current position, he spent time in trading, equity research, and portfolio management for the firm.

He is a Cross Fit enthusiast and enjoys coaching youth hockey in his hometown of Duxbury, Massachusetts.  Matt is a CFA charterholder and a member of the CFA Society Boston and the CFA Institute.

Education

MBA; Boston College

BS; University of Vermont

Brad Lange

Vice President | Regional Director

Brad joined Congress Asset Management in 2015. He is responsible for business development and relationship management efforts throughout all financial intermediary distribution channels in New York City, Long Island, Westchester County, New Jersey, Delaware, Maryland, and the District of Columbia for the firm.

Brad has over 30 years of experience in the financial services industry, most of it focused on providing consultative sales support to financial advisors. He enjoys building long-term relationships with the advisors he interacts with. Prior to joining Congress, Brad held various wholesaling roles at Dreyfus/ Bank of New York Mellon, where he covered all channels from banks to wirehouses.

In his spare time, he enjoys boating, skiing, and being a Scout Master for the Boy Scouts of America.

Education

BA; Norwich University

Huston Stewart

Vice President | Regional Director

Huston joined Congress Asset Management in 2016. He is responsible for business development efforts with financial advisors in the Southeast for the firm. Huston has over 20 years of experience in the financial services industry, with most of that experience focused on working with financial advisors in delivering a superior client investment experience.

He began his career in the corporate headquarters of UBS in 2002. He then moved on to sales and relationship management positions at JP Morgan and Oppenheimer Funds. Just prior to joining Congress, he was the Southeast Regional Sales Director for NorthCoast Asset Management.

Huston and his wife Julie are both graduates of the University of Alabama and have two daughters, Caroline and Lily.

Education

BA: University of Alabama

Allison Lovell

Vice President | Regional Director

Alli joined Congress Asset Management in 2021.  She is responsible for business development efforts with financial advisors on the West Coast for the firm.  She has over 25 years of experience in the financial services industry, with most of that experience focused on working with financial advisors across all intermediary distribution channels in delivering a superior client experience.

She began her career in the corporate headquarters of Franklin Templeton in 1997, then moved on to wholesaling positions at ING and Wells Fargo.  During her 15 years at Wells Fargo, Alli covered the Retail and Private Bank & Trust channels.  Just before joining Congress, she was the West Coast Regional Sales Director for Build Asset Management, focusing on the retirement space.

Alli and her husband Marker, both graduates of the University of California, Davis, live in the Bay Area with their two daughters, Cami and Regan. In her free time, you can find Alli on the tennis court.

Education

BA: University of California, Davis

Greg Fulginite

Vice President | Regional Director

Greg joined Congress Asset Management in 2013.  He is responsible for business development and relationship management efforts throughout all financial intermediary distribution channels in New England, Upstate New York, and Pennsylvania for the firm.

Greg has 21 years of experience in the financial services industry, the majority of it focused on providing consultative sales support to financial advisors. Prior to joining Congress, he held business development positions at both Oppenheimer Funds and Putnam Investments.  Greg began his career with Coopers and Lybrand as an Associate.

In his spare time, he enjoys spending time with his family, traveling, and all things related to Boston sports.

Education

BA; Boston College

Steve Horton

Senior Regional Consultant

Steve joined Congress Asset Management in 2001. In his current role as Senior Regional Consultant, he is responsible for supporting the West Coast sales region. In addition, he handles business development efforts in Texas, Oklahoma, and Arkansas.

Prior to joining the firm’s sales team in 2008, he spent 7 years in various operations and trading roles within the firm.

In his spare time, he enjoys spending time with his family.

Education

BA; Hartwick College

Ralph Barisano

Regional Consultant

Ralph joined Congress Asset in 2022 as a Regional Consultant responsible for providing sales support to the Northeast and Mid West / S. Florida territories.

Prior to Congress, he worked at Empower Retirement as a senior retirement consultant helping investors achieve their financial goals.

 In his spare time, he enjoys the outdoors, golf, and spending time on Cape Cod with friends and family.

Education

BS; Merrimack College

Neal Gombeski, CFA

Product Manager

Neal joined Congress Asset Management in 2022 as a Product Manager. He is responsible for developing investment content, thought leadership, and competitor and market analysis for the firm and its clients.

Prior to joining Congress, Neal was a Senior Investment Product Analyst at Income Research & Management. Neal also held client service and relationship management roles at IR&M and Wellington Management Company. He is a CFA Charterholder and member of the CFA Society of Boston and the CFA Institute.

In his spare time, he enjoys spending time with family and fitness.

Education

BA, The University of Texas at Austin

Madiha Molani

Client Service Associate

Madiha joined Congress Asset Management in 2022 as a Client Service Associate.

Prior to Congress, Madiha was a member of the Operations team at Cerity Partners (formerly Daintree Advisors) in Boston.

In her spare time, she enjoys weightlifting and playing stand-up jazz bass.

Education

BA; Colby College

Garrett Callahan

Client Service Associate

Garrett joined Congress Asset Management in 2014 as a Senior Operations Associate. In February 2018, he transitioned to the role of Client Service Associate.

Prior to joining the firm, he was with Federated MDT Advisors.

In his spare time, he enjoys playing ice hockey and golf.

Education

BS; University of New Hampshire

Jack Lonergan

Project Manager

Jack joined Congress Asset Management in 2015 in the role of Project Manager.

Jack has over 25 years of financial services experience, the majority of it focused on distributing investments through financial advisory firms.  Prior to joining Congress, he was with Fidelity Investments.

In his spare time, he enjoys spending time with his wife and two daughters, as well as playing ice hockey.

Education

BA; Fairfield University

Brian Strang

Operations Analyst | Technology

Brian joined Congress Asset Management in 2007 as an Operations Analyst, responsible for supporting the firm’s technology needs.

Prior to joining the firm, Brian held the position of Information Technology Manager at Cadence Capital Management. He was also previously a Network Engineer with Eze-Castle Integration. He is passionate about health and fitness, and his hobbies include golf and skiing.

Education

BA; Charter Oak State College

MCSE Certification

A+ Certification

Tyler Walsh

Senior Equity Trader

Tyler joined Congress Asset Management in 2006 as an Equity Trader within the firm’s Operations group. He was recently promoted to the position of Senior Equity Trader. Tyler has over sixteen years of experience in financial services and has held positions with Cadence Capital Management and the Boston Stock Exchange, prior to joining Congress. In his spare time, he enjoys golf and skiing.

Education

BA; Boston College

Nick Favorito

Equity Trader

Nick joined Congress Asset Management in 2021 as an Equity Trader. He has over 20 years of experience in the financial services industry and 10 years of experience trading domestic equity strategies in sub-advisory, UMA, institutional, retail, and discretionary accounts.

Nick began his career working nights in the correspondence department at Boston Financial Data Services before moving on to several operations and technology roles. Most recently he spent 10 years on the trade desk at Anchor Capital, serving the last two years as the Head Trader.

In his spare time, Nick enjoys cooking, running, and spending time with his wife and dog.

Education

BA; University of Massachusetts, Boston

Joel Carpenter

Equity Trader

Joel joined Congress Asset Management in 2011 as an Equity Trader within the firm’s Operations group.

Prior to joining the firm, Joel held positions at Boyne Resorts and Brown Brothers Harriman. In his spare time, he enjoys spending time with family and friends, along with CrossFit, skiing, and hiking.

Education

BA; University of Colorado-Boulder

Mike Kodzis

Equity Trader

Mike joined Congress Asset Management in 2020 as an Equity Trader.  He has over 18 years of experience trading international and domestic markets.

Prior to joining Congress, Mike held trading positions at Oechsle International Advisors and Thomas Weisel Asset Management.  He is a member of the Boston Securities Traders Association (BSTA).

In his spare time, he enjoys spending time with his family and playing soccer and golf.

Education

BS; Bentley University

Chris Murray

Equity Trader

Chris joined Congress Asset Management in 2007 and is currently an Equity Trader responsible for handling the firm’s sub-advisory trading.

Prior to Congress, Chris spent several years with Boston Financial Data Services.

In his spare time, he is an avid Boston sports fan and also enjoys traveling throughout New England with his wife and daughter.

Education

BS; University of Massachusetts

Matt Maloney

Investment Administrator | Fixed Income Trader

Matt joined Congress Asset Management in 2000 and is currently an Investment Administrator on the firm’s fixed income trading desk.  During his tenure with the firm, he has held several other positions within operations and sub-advisory trading.

Matt has previous experience with Putnam Investments and Brown Brothers Harriman.

He enjoys spending his spare time with his wife Katie and daughter Amelia.

Education

BA; University of Massachusetts

Julie O'Riordan

Compliance Manager

Julie joined Congress Asset Management as a full-time employee in 2008.

Prior to 2008, she was an intern for the firm for several years during semester breaks. During that time, she worked on numerous projects within the Operations group.

Education

MBA; Northeastern University

BA; St. Michael’s College

Ryan Hogan

Operations Analyst

Ryan joined Congress Asset Management in 2003 and is currently an Operations Analyst with the firm.

Prior to Congress, Ryan spent ten years with Staples Corporation in their headquarters as an inventory analyst and distribution merchandising coordinator.

In his spare time, he enjoys coaching his children in basketball, baseball, and soccer. In addition, he is a member of the Recreation Committee and the Finance Committee in his hometown of Douglas, Massachusetts.

Education

BA; Providence College

Bryce Moody

Operations Associate

Bryce joined Congress Asset Management as a compliance intern in 2020. After completing his undergraduate studies in 2021, he rejoined the firm as an Operations Associate.

In his spare time, Bryce enjoys outdoor activities like skiing, fishing, and biking, in addition to his academic passions for philosophy and cultural studies.

Education

BSBA; The Catholic University of America

Libbie Anderson

Operations Associate

Libbie joined Congress Asset Management in 2021 as an Operations Associate.

Prior to joining Congress, she worked at Brown Brothers Harriman in Investor Services.  In her spare time, she enjoys being outside; preferably by a beach, spending time with family and friends, and staying active.

Education

BA; Lasell University

Taylor Hanson

Performance Analyst

Taylor joined Congress Asset Management in 2016 as an Administrative Assistant.  She was promoted to the position of Operations Associate in the fall of 2019.  In 2022, she was again promoted to Manager of Investment Performance Measurement and Analytics.

Prior to joining Congress, Taylor held an administrative role at Daintree Advisors. In her spare time, she enjoys traveling and sailing.

Education

BA; Penn State University

Lauren Germano

Operations Associate

Lauren joined Congress Asset Management in 2022 as an Operations Associate.

Prior to Congress, she was a member of the client service teams at Brown Brothers Harriman and JP Morgan.

In her spare time, she enjoys running and skiing.

Education

BS; Bryant University

Christopher Kane

Operations Associate

Christopher joined Congress Asset Management in 2022 as an Operations Associate.

Prior to joining Congress, he worked at Brown Brothers Harriman in Investor Services.

In his spare time, he enjoys golf and being on a lake.

Education

BS; Syracuse University

Lauren Mitsiaris

Operations Associate

Lauren joined Congress Asset Management in 2018 as an Administrative Assistant.  She is currently an Operations Associate responsible for supporting the operations and sales teams.

In her spare time, she enjoys spending time with her family and playing softball.

Education

BA; University of Massachusetts Boston

Mary Ellen Brennan

Accountant

Mary Ellen joined Congress Asset Management in 1998. She is responsible for the firm’s accounting and bookkeeping functions.

Prior to joining Congress, Mary Ellen spent time with Microfluidics. She dedicates her spare time to her three children, the New England Patriots, Disney, and shopping.

Stephanie Hladky

Administrative Assistant

Stephanie joined Congress Asset Management in 2014. In her role as Administrative Assistant, she supports the firm’s President and Managing Director.

Prior to joining the firm, she held administrative positions with Brown Brothers Harriman, the Boston Company, and First Data Corporation.

In addition to raising her two children, she is the Secretary of the Home Owners Association for her neighborhood.

Rosaury Gonzalez

Administrative Assistant

Rosaury joined Congress Asset Management in January 2023. In her role as an Administrative Assistant, she supports the firm’s portfolio managers, sales, and operation staff in preparing account reviews in addition to other responsibilities. Rosaury is fluent in Spanish.