Our People
Leadership
Portfolio Managers
Research
Business Development
Operations & Trading
Dan Lagan, CFA
CEO | Chief Investment
Officer
Anne Steer
Head of Distribution
Chris Lagan, CFA
President | Portfolio Manager
Jeff Porter, CFA
Executive Vice President | Portfolio Manager
Ann Marie Swanson,JD
CCO
Gregg O'Keefe, CFA
Executive Vice President | Portfolio Manager
Matt Lagan, CFA
Vice President | Portfolio Manager
Dan Lagan, CFA
CEO | Chief Investment
Officer
Gregg O'Keefe, CFA
Executive Vice President | Portfolio Manager
Jeff Porter, CFA
Executive Vice President | Portfolio Manager
John Beaver, CFA
Vice President | Portfolio Manager
Noel Blair, CFA
Vice President | Portfolio Manager
Martine Elie, CFA
Vice President | Portfolio Manager
John Fitzgerald, CFA
Vice President | Portfolio Manager
Brian Guild
Vice President | Portfolio Manager
Jeff Kerrigan, CFA
Vice President | Portfolio Manager
Chris Lagan, CFA
President | Portfolio Manager
Matt Lagan, CFA
Vice President | Portfolio Manager
Amy Noyes, CFA
Vice President | Portfolio Manager
John O'Reilly, CFA
Senior Vice President | Portfolio Manager
Todd Solomon, CFA
Senior Vice President | Portfolio Manager
Keith Gontarz, CFA
Portfolio Manager
Nancy Huynh
Senior Vice President | Portfolio Manager
Eric Meyers, CFA
Portfolio Manager
Eric Meyers, CFA
Director of Research | Portfolio Manager
Ryan Tumbry, CFA
Research Analyst
Nick Koup, CFA
Research Analyst
Bob Schrock, CFA
Research Analyst
Aaron Fellows, CFA
Research Analyst
Zach Zeller, CFA
Research Analyst
Brandon Farr
Vice President | Investment Risk & Analytics
John Corrigan, CFA
Vice President Fixed Income
Vadim Levin, CAIA
Head of National Accounts
David Onan
Senior Vice President | Senior Regional Director
p. (612) 210 8109
Huston Stewart
Vice President | Regional Director
p. (646) 734 5535
Jenna Ryan, CFA
Regional Consultant
Neal Gombeski, CFA
Product Manager
Anne Steer
Head of Distribution
Tony Pacheco, CIMA
National Account Manager
Brian Cunningham
Vice President | Regional Director
p. (860) 712 9441
Alli Lovell
Vice President | Regional Director
p. (510)619 6266
Steve Horton
Senior Regional Consultant
Madiha Molani
Client Service Associate
Jack Lonergan
Project Manager
Matthew Leahy, CFA
Institutional Sales & Consultant Relations
Brad Lange
Vice President | Regional Director
p. (631) 923 5052
Greg Fulginite
Vice President | Regional Director
p. (617) 910 6956
Ralph Barisano
Regional Consultant
Garrett Callahan
Client Service Associate
Ann Marie Swanson, JD
Chief Compliance Officer
Marc Pezzuto, CFA
Director of Operations
Brian Strang
Operations Analyst | Technology
Trading Team
Tyler Walsh
Senior Equity Trader
Mike Kodzis
Equity Trader
Joel Carpenter
Equity Trader
Nick Favorito
Equity Trader
Chris Murray
Equity Trader
Matt Maloney
Invesmtment Administrator | Fixed Income Trader
Analysts
Julie Galeros
Compliance Manager
Ryan Hogan
Operations Analyts
Dean Raymond
Operations Analyst
Bryce Moody
Operations Associate
Libbie Anderson
Operations Associate
Taylor Hanson
Performance Analyst
Lauren Germano
Operations Associate
Lauren Mitsiaris
Operations Associate
Chris Kane
Operations Associate
Administrative
Stephanie Hladky
Administrative Assistant
Mary Ellen Brennan
Accounting
Congress Asset Management
2 Seaport Lane, 5th Floor
Boston, MA 02210
617.428.4300