Congress Asset Management
John O'Reilly, CFA, is a Senior Vice President at Congress Asset Management with extensive experience in portfolio management. Prior to their current role, John held VP positions at Mellon Private Asset Management and State Street Bank. John earned a BA in History from Providence College and an MBA in Finance from Bryant University.
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.