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. 

Investment Management

Congress Asset Management

Dan Lagan

Stephanie Hladky

Jeffrey Porter

Jim Fricano

Chris Lagan

Marc Pezzuto

Brandon Farr

John O'Reilly

Nancy Huynh

The Investment and Research Team at Congress Asset Management conducts in-depth market analysis and evaluates investment opportunities across equities, fixed income, and private equity. Comprising of research analysts and equity traders, the team focuses on uncovering valuable insights, executing trades, and providing strategic recommendations to optimize client portfolios while prioritizing capital preservation and client needs.

Investment and Research Team

Leadership Team

Investment Management Team

Investment and Research Team

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Team members

Other teams at Congress Asset Management

Leadership Team

Investment Management Team