Congress Asset Management
Jim Fricano currently serves as the Chief Compliance Officer at Congress Asset Management. Prior to this role, Jim held positions at Wellington Management and Balter Capital Management, where Jim oversaw compliance functions and regulatory filings. With a background in law and business administration, Jim also has experience in asset management and financial services compliance, including roles at the Federal Reserve Bank of Boston and Analysis Group.
Congress Asset Management
Congress Asset Management is a privately owned investment management firm based in Boston, MA. The firm manages equity, fixed income, and private equity assets on behalf of institutions, financial intermediaries, and individuals. The firm was founded in 1985 and built with a focus on capital preservation and the conviction that the needs of the client come first.