Congress Asset Management
John Fitzgerald, CFA, has over two decades of experience in the financial industry. Currently serving as VP, Portfolio Manager at Congress Asset Management, John manages corporate and high net worth client portfolios. Prior to this role, John worked at MG Financial as a Principal providing financial advice to high net worth clients. John has also held positions at Gannett Welsh & Kotler Investment Management, Wellington Management Company, and Putnam Investor Services, Inc. John holds an MBA in Finance from Suffolk University and a Bachelor's Degree in Finance from the University of Massachusetts Amherst.
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.