Investment Management Team

The Investment Management Team at Congress Asset Management is responsible for overseeing and managing the firm's diverse portfolio of equity, fixed income, and private equity assets. This team, comprised of experienced portfolio managers and vice presidents, focuses on capital preservation and delivering tailored investment strategies to meet the specific needs of their clients, which include institutions, financial intermediaries, and individuals. Through rigorous research and analysis, they aim to optimize returns while adhering to the firm's client-first philosophy.