Our People

Leadership

Portfolio Managers

Research

Business Development

Operations & Trading

Dan Lagan, CFA

CEO | Chief Investment

Officer

Chris Lagan, CFA

President | Portfolio Manager

Gregg O'Keefe, CFA

Executive Vice President | Portfolio Manager

 

Anne Steer

Head of Distribution

Jeff Porter, CFA

Executive Vice President | Portfolio Manager

Matt Lagan, CFA

Vice President | Portfolio Manager

Ann Marie Swanson, JD

CCO

Dan Lagan, CFA

CEO | Chief Investment

Officer

Chris Lagan, CFA

President | Portfolio Manager

Gregg O'Keefe, CFA

Executive Vice President | Portfolio Manager

 

Jeff Porter, CFA

Executive Vice 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

John Beaver, CFA

Vice President | Portfolio Manager

Noel Blair, CFA

Vice President | Portfolio Manager

Brian Guild

Vice President | Portfolio Manager

Jeff Kerrigan, CFA

Vice President | Portfolio Manager

John Fitzgerald, CFA

Vice President | Portfolio Manager

Martine Elie, CFA

Vice President | Portfolio Manager

Nancy Huynh

Senior Vice President | Portfolio Manager

Eric Meyers, CFA

Portfolio Manager

Eric Meyers, CFA

Director of Research | Portfolio Manager

Bob Schrock, CFA

Research Analyst

John Corrigan, CFA

Vice President | Fixed Income

Mark Nygren, CFA

Research Analyst

Emma Szkutak

Research Analyst

Aaron Fellows, CFA

Research Analyst

Zach Zeller, CFA

Research Analyst

Ryan Tumbry, CFA

Research Analyst

Nick Koup, CFA

Research Analyst

Brandon Farr

Vice President | Investment Risk & Analytics

Anne Steer

Head of Distribution

Vadim Levin, CAIA

Head of National Accounts

 

David Onan

Senior Vice President | Senior Regional Director

p. (612) 210 8109

 

Brian Cunningham, CFA

Vice President | Regional Director

p. (860) 712 9441

 

Brad Lange

Vice President | Regional Director

p. (631) 923 5052

 

Huston Stewart

Vice President | Regional Director

p. (646) 734 5535

 

Neal Gombeski, CFA

Product Manager

 

Steve Horton

Senior Regional Consultant

 

Madiha Molani

Client Service Associate

 

Ralph Barisano

Regional Consultant

 

Garrett Callahan

Client Service Associate

 

Alli Lovell

Vice President | Regional Director

p. (510) 619 6266

 

Greg Fulginite

Vice President | Regional Director

p. (617) 910 6956

 

Tony Pacheco, CIMA

National Account Manager

 

Matthew Leahy, CFA

Institutional Sales & Consultant Relations

 

Jack Lonergan

Project Manager

 

Ann Marie Swanson, JD

Chief Compliance Officer

 

Tyler Walsh

Senior Equity Trader

Julie O'Riordan

Compliance Manager

Bryce Moody

Operations Associate

Lauren Germano

Operations Associate

 

Nick Favorito

Equity Trader

Marc Pezzuto, CFA

Director of Operations

 

Mike Kodzis

Equity Trader

Ryan Hogan

Operations Analyst

Libbie Anderson

Operations Associate

 

Lauren Mitsiaris

Operations Associate

 

Chris Murray

Equity Trader

Brian Strang

Operations Analyst | Technology

 

Joel Carpenter

Equity Trader

Dean Raymond

Operations Analyst

 

Taylor Hanson

Performance Analyst

 

Chris Kane

Operations Associate

Matt Maloney

Investment Administrator | Fixed Income Trader

 

Trading Team

Analysts

Administrative

Stephanie Hladky

Administrative Assistant

 

Mary Ellen Brennan

Accounting

 

Rosaury Gonzalez

Administrative Assistant

Congress Asset Management

2 Seaport Lane, 5th Floor

Boston, MA 02210

617.428.4300