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 Leadership Team at Congress Asset Management is responsible for setting and executing the strategic vision of the firm, overseeing the management of investment portfolios, ensuring regulatory compliance, and maintaining client relationships. Comprised of executives, regional directors, and portfolio managers, this team collaborates to drive business growth, uphold investment performance, and prioritize the needs of clients.

Leadership Team

Investment Management Team

Investment and Research Team

Leadership Team

About

Team members

Other teams at Congress Asset Management

Investment Management Team

Investment and Research Team