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 Vice Presidents at Congress Asset Management manage and oversee business development, client relationships, and strategic partnerships within their respective regions. They focus on driving growth, ensuring client satisfaction, and aligning regional operations with the firm's overall mission and objectives.

Vice Presidents

Leadership Team

Investment Management Team

Investment and Research Team

Vice Presidents

About

Team members

Other teams at Congress Asset Management

Leadership Team

Investment Management Team

Investment and Research Team