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