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Congress Asset Management

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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 preser... Read more

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Investment Management

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Employees

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Chief Executive Officer

Dan Lagan

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Senior Vice President | Portfolio Manager

Senior Vice President

Head Of Data & Analytics

Director Of Operations

President

Chief Compliance Officer

Executive Vice President & Head Of Fixed Income

Stephanie Hladky

Executive Administrative Assistant

Teams

Leadership Team

18 members

Investment Management Team

13 members

Investment and Research Team

10 members

Client Services and Support Team

7 members

Operations Team

6 members

Vice Presidents

4 members

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