Congress Asset Management Company, Llp

Jeffrey Porter is a CFA® charterholder with 18 years of industry experience, currently serving at Congress Asset Management Company, LLP since 2010. He is based in Boston, MA, and is part of a multi-team firm. Congress Asset Management provides discretionary portfolio management, model portfolio, and sub-advisory services to a diverse range of institutional and individual clients. The firm employs a research-driven, primarily bottom-up investment approach focused on long-term growth equity and diversified fixed-income strategies, serving over 8,000 client relationships with approximately $14.2 billion in assets under management.

Amy Noyes is a CFA® charterholder and a financial advisor with 15 years of industry experience. She has been with Congress Asset Management Company, LLP since 1996. Congress Asset Management provides discretionary portfolio management, model portfolio, and sub-advisory services to a diverse client base including institutional and individual investors. The firm employs a research-driven, primarily bottom-up investment approach with a focus on long-term growth equity and diversified fixed-income strategies.

Keith Gontarz is a CFA® charterholder with six years of industry experience. He is currently with Congress Asset Management Company, Llp in Boston, where he has worked since 2017. Prior to that, he spent seven years at GW&K Investment Management. Congress Asset Management provides discretionary portfolio management, model portfolio, and sub‑advisory services to a diverse client base, including institutional and individual investors. The firm employs a research-driven, primarily bottom‑up investment approach focused on long-term growth equity and diversified fixed-income strategies.

Todd Soloman is a CFA® charterholder affiliated with Congress Asset Management Company, LLP in Boston, MA. He has 15 years of industry experience and has been with Congress Asset Management since 2001. Congress Asset Management provides discretionary portfolio management, model portfolio, and sub-advisory services to a diverse client base, including institutional and individual investors. The firm employs a research-driven, primarily bottom-up investment approach and oversees strategies through investment policy committees, managing approximately $14.2 billion in regulatory assets.

Gregg Okeefe is a CFA® charterholder and Series 65 licensed financial advisor with 15 years of industry experience. He works at Congress Asset Management Company, Llp, where he has been employed since 1986. Congress Asset Management provides discretionary portfolio management, model portfolio, and sub-advisory services to a diverse range of institutional and individual clients. The firm employs a research-driven, primarily bottom-up investment approach focused on growth equity and diversified fixed income strategies, serving over 8,000 client relationships with approximately $14.2 billion in regulatory assets under management.

Ryan Tumbry is a CFA® charterholder at Congress Asset Management Company, LLP with over 18 years of industry experience. He has worked at Congress Asset Management continuously since 2007. Congress Asset Management provides discretionary portfolio management, model portfolio, and sub-advisory services to a diverse range of institutional and individual clients. The firm uses a research-driven, primarily bottom-up investment approach focused on long-term growth equity and diversified fixed-income strategies.

Matthew Lagan is a CFA® charterholder based in Boston, MA, with nine years of industry experience. He has been with Congress Asset Management Company, LLP since 2003. Congress Asset Management provides discretionary portfolio management, model portfolio, and sub-advisory services to a diverse range of institutional and individual clients. The firm employs a research-driven, primarily bottom-up investment approach with a focus on long-term growth equity and diversified fixed-income strategies.

John Fitzgerald Jr. is a CFA® charterholder with 15 years of industry experience and has been with Congress Asset Management Company, LLP since 2001. He is based in Boston, MA, and holds the Series 65 designation. Congress Asset Management provides discretionary portfolio management, model portfolio, and sub-advisory services to institutional and individual clients, including Taft-Hartley pension plans and mutual funds. The firm employs a research-driven, bottom-up investment approach with a focus on growth equity and fixed-income strategies, serving over 8,000 client relationships with approximately $14.2 billion in assets under management.

Noel Blair is a CFA® charterholder affiliated with Congress Asset Management Company, LLP in Boston, MA, with four years of industry experience. He has been with Congress Asset Management since 2001. Congress Asset Management provides discretionary portfolio management, model portfolio, and sub-advisory services to a diverse range of institutional and individual clients, including Taft-Hartley pension plans, mutual funds, and financial intermediaries. The firm utilizes a research-driven, primarily bottom-up investment approach overseen by investment policy committees and offers various strategies with ESG, SRI, and tax-sensitive options available.

Christopher Lagan is a CFA® charterholder with 15 years of industry experience and has been with Congress Asset Management Company, LLP since 1993. He serves as a director of Congress Wealth Management, an investment-related business affiliated with his firm. Congress Asset Management provides discretionary portfolio management, model portfolio, and sub-advisory services to institutional and individual clients, including Taft-Hartley pension plans and mutual funds. The firm employs a research-driven, primarily bottom-up investment approach with a focus on growth equity and diversified fixed-income strategies.

Brian Guild is a financial advisor at Congress Asset Management Company, Llp in Boston, MA, holding a Series 65 credential with 10 years of industry experience. He has worked at Congress Wealth Management, LLC from 2010 to 2017 and has been with Congress Asset Management, Llp since 2008. Congress Asset Management provides discretionary portfolio management, model portfolio, and sub-advisory services to a diverse client base including institutional investors and individuals. The firm employs a research-driven, primarily bottom-up investment approach focused on long-term growth equity and diversified fixed-income strategies.

E. Elie is a CFA® charterholder based in Boston, MA, with 15 years of industry experience. He has been with Congress Asset Management Company, LLP since 2001. Congress Asset Management provides discretionary portfolio management, model portfolio, and sub-advisory services to a diverse range of institutional and individual clients. The firm employs a research-driven, primarily bottom-up investment approach focused on long-term growth equity and diversified fixed-income strategies, managing approximately $14.2 billion in assets.

John Beaver is a CFA® charterholder based in Boston, MA, with 15 years of industry experience. He has worked at Congress Asset Management Company, LLP since 2002. Congress Asset Management provides discretionary portfolio management, model portfolio, and sub-advisory services to a diverse range of institutional and individual clients. The firm employs a research-driven, primarily bottom-up investment approach focused on long-term growth equity and diversified fixed-income strategies.

Daniel Lagan is a CFA® charterholder and holds a Series 65 license with 26 years of industry experience. He has been with Congress Asset Management Company, LLP since 1999 and serves as a director of Congress Wealth Management. Congress Asset Management provides discretionary portfolio management, model portfolio, and sub-advisory services to a diverse client base, including institutional and individual investors. The firm employs a research-driven, primarily bottom-up investment approach, focusing on long-term growth equity and diversified fixed-income strategies.

John O'Reilly is a CFA® charterholder with 15 years of industry experience. He has been with Congress Asset Management Company, LLP in Boston, MA, since 2001. Congress Asset Management provides discretionary portfolio management, model portfolio, and sub-advisory services to a diverse client base, including institutional investors and individual clients. The firm manages approximately $14.2 billion in assets, employing a research-driven, primarily bottom-up investment approach focused on growth equity and diversified fixed-income strategies.