Congress Asset Management
Founded: 1985 Parent organization: Lagan Holding Company Inc Subsidiaries: Prelude Asset Management LLC, Congress Trust, N.A.FeedbackDisclaimer Claim this knowledge panel Knowledge ResultSee photos See outsideMoved, closed, or was never hereReportCongress Asset Management CoWebsiteDirections Saved (0) Saved Save Financial planner in Boston, Massachusetts Address: 2 Seaport Ln, Boston, MA 02210 Phone: (617) 428-4300: Website: : Hours: Place name: : : : : Category: Website: http://www.congressasset.com/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo.Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a question See all questions (1) Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Congress Asset Management Co Posting publicly on the Web Write a review Reviews Be the first to review
Congress Asset Management List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Congress Asset Management. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Congress Asset Management Employees
Delaware Investments, a member of the Macquarie Group January 2012 - Present
Congress Asset Management November 2010 - January 2012
Trust Company of the West May 2008 - September 2010
John Hancock Funds February 2001 - April 2008
Lord Abbett & Co. LLC January 1998 - January 2001
JPMorgan Chase (formerly Great Western Financial) September 1995 - December 1997
Merrill Lynch January 1991 - September 1995
Skills
Separately Managed..., Mutual Funds, Asset Managment, Fixed Income, Investments, Asset Management, Equities, Series 7, Asset Allocation, Alternative Investments, Wealth Management, Investment Advisory, Investment Strategies, Securities, Hedge Funds, Series 63
Education
University of Colorado at Boulder 1986 — 1990
Bachelor's degree, Bachelor of Arts
Cherry Creek High School 1983 — 1986
Boston Contemporaries February 2015 - Present
Family Capital Trust Company June 2012 - May 2014
BNY Mellon November 2011 - June 2012
Brown Brothers Harriman August 2010 - March 2011
Bank of America December 2008 - June 2010
Aon Risk Management May 2008 - June 2008
Thunderstorm Capital February 2008 - March 2008
Congress Asset Management August 2005 - February 2008
Robert J. Cappadona Insurance Agency June 2004 - August 2005
Sheldon A. Cohen Insurance Agency July 2003 - June 2004
Skills
Financial Services, Banking, Account Reconciliation, Mutual Funds, Fixed Income, PowerPoint, Corporate Actions, Microsoft Word, Asset Management, Analysis, Microsoft Excel, Back Office, QuickBooks, Axys, Portfolio Management, Investments, Personal Lines Auto, Quantitative Research, Sunguard, Distribution Systems, BNY Workbench, Finance, Equities, Bloomberg
Education
University of Maine at Augusta 2000 — 2003
Bachelor of Science, Financial Services
University of Maine at Augusta 1985 — 1988
No Degree, Psychology
Cony High School 1981 — 1985
Braver Wealth Management, LLC March 2015 - Present
SS&C PORTIA November 2013 - February 2015
Congress Asset Management March 2007 - July 2013
Cadence Capital Management February 2001 - May 2006
Thomson Financial February 1999 - January 2001
InterLynx Technology May 1994 - November 1999
Putnam Investments July 1992 - April 1994
Fidelity Investments July 1989 - June 1992
Education
University of Massachusetts, Amherst 1986 — 1989
Bachelor of Arts (B.A.), Economics
Cohasset High School 1982 — 1985
Pile and Company March 2015 - Present
Southcoast Health November 2014 - March 2015
Congress Asset Management January 2014 - April 2014
The Landfall Restaurant June 2006 - August 2012
White Mountain Sports Camp July 2012 - July 2012
Skills
Facebook, Twitter, Instagram, Editing, Sports, Blogging, Social Networking, PowerPoint, Social Media Marketing
Education
Boston College 2010 — 2014
Bachelor of Arts (B.A.), Communications Major, Senior
Team Beachbody May 2013 - Present
Congress Asset Management October 2012 - September 2013
Jones Lang LaSalle 2012 - October 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Research, Outlook, Teaching, HTML, Public Speaking, Budgets, Editing, Strategic Planning, Negotiation
Education
SUNY Cortland 2008 — 2012
Bachelors, 3.60
The Boston Company Asset Management, LLC 2015 - Present
Congress Asset Management June 2014 - June 2015
Standish Mellon Asset Management June 2011 - June 2014
Standish Mellon Asset Management December 2010 - June 2011
Standish Mellon Asset Management August 2008 - December 2010
Raytheon Integrated Defense Systems May 2007 - January 2008
Skills
Bloomberg, Fixed Income, Derivatives, Emerging Markets, Asset Managment, Investments, Asset Allocation, Investment Management, Financial Analysis, FX Options, Finance, Swaps, Banking, Financial Risk, Trading, Asset Management
Education
Bentley University 2006 — 2008
Bachelor of Science, Finance
Saint Anselm College 2004 — 2006
Congress Asset Management September 2014 - December 2014
ClearPicture January 2014 - May 2014
Next Step Living May 2013 - August 2013
Sam Bigda-Peyton Lawn Care May 2008 - August 2013
Bedford High School Athletic Department September 2011 - May 2012
Skills
Marketing, Sales, Energy Audits, Athletic Training, Social Media, Public Speaking, Research, Entrepreneurship, Business Strategy, Data Analysis, Analysis, Blogging, Marketing Strategy, Strategic Planning
Education
Dalhousie University 2012 — 2016
Bedford High School 2008 — 2012
Class of 2012
Braver Capital Management April 2008 - Present
Braver Wealth Management, LLC April 2008 - Present
Lee Munder Capital Group March 2006 - April 2008
MassMutual January 2001 - April 2008
Babson Capital Management May 2001 - May 2005
Bingham Legg Advisors February 1999 - May 2001
Congress Asset Management January 1996 - February 1999
First national bank of Ipswich 1994 - 1995
The Boston Company 1989 - 1994
Education
Boston College - Wallace E. Carroll Graduate School of Management 1991 — 1993
Masters Degree, Finance
Bentley University 1987 — 1990
BS, Accounting / Finance
Congress Asset Management July 2015 - Present
EMPOWER Retirement January 2015 - July 2015
Putnam Investments May 2014 - January 2015
Vendini January 2013 - April 2014
Vendini February 2012 - January 2013
The Space Music & Arts Venue June 2011 - September 2011
Soundwave Management June 2011 - September 2011
Skills
Retirement, Salesforce.com, Cold Calling, Series 7, Series 63, Market Research, PowerPoint, Financial Services, Life Insurance, Microsoft Excel, Microsoft Office, Marketing, Account Management, Finance, Outlook, Business Development, Press Releases, Social Media Marketing
Education
Bentley University 2008 — 2012
Bachelor of Science, Economics-Finance
Farmington High School 2004 — 2008
Congress Asset Management December 2014 - Present
Federated MDT Advisers April 2013 - December 2014
Federated MDT Advisers April 2010 - April 2013
Skills
Asset Management, Mutual Funds, Marketing, Equities, Bloomberg
Education
University of New Hampshire - Whittemore School of Business and Economics 2006 — 2009
Corvinus University of Budapest 2007 — 2007
University of Tampa 2005 — 2006
Congress Asset Management March 2014 - Present
Congress Asset Management September 2008 - March 2014
Skills
Project Management, Marketing, Performance Reporting, Accounts Payable, Event Management, Office Management, Facilities Management, Office Administration, Meeting Scheduling, Travel Arrangements, Finance, Microsoft Office, PowerPoint, Sales, Management, Asset Management, Microsoft Excel, Customer Service, Microsoft Word, Social Media, Research, Investments, Portfolio Management
Education
Northeastern University 2012 — 2014
Master of Business Administration (M.B.A.), Finance and Sustainability
Bridgewater State College
Bachelor of Science, Psychology
Hawaii Pacific University 2004 — 2005
Perspecta Trust LLC January 2007 - Present
NH Trust Council November 2010 - Present
Congress Asset Management 2002 - 2006
Bingham Legg Advisers 1997 - 2001
Bingham McCutchen 1997 - 2001
Atlantic Trust 1993 - 1997
Boston Harbor Trust Company, N.A. 1989 - 1993
Gaston & Snow 1983 - 1989
Skills
Private Trust Companies, Wealth Management..., Family Office, Personal Trust..., Wealth Management, Investment Management, Trust Management, Trust Services, Asset Management, Hedge Funds, Private Equity, Investment Advisory, High Net Worth..., Portfolio Management, Investments, Fixed Income, Asset Managment, Charitable Trusts, Private Foundations, Alternative Investments, Strategic Financial..., Entity Formations, Tax Advisory, Estate Administration, Estate Planning, Estate Tax Planning, Banking, Vendor Management, Financial Regulation, Compliance, Regulatory Compliance
Education
Boston University
Congress Asset Management January 2012 - Present
Congress Wealth Management January 2011 - December 2011
Congress Asset Management May 2010 - December 2010
Congress Asset Management January 2007 - December 2010
Congress Asset Management October 2005 - March 2007
Congress Asset Management June 2002 - September 2005
Skills
Portfolio Management, Asset Management, Asset Managment, Equities, Securities, Trading, Series 63, Asset Allocation, Series 6, Equity Research, Hedge Funds, Institutional...
Education
Boston College - Wallace E. Carroll Graduate School of Management 2007 — 2011
MBA
University of Vermont 1996 — 2000
Bachelor of Science, BS Finance
Congress Asset Management May 2015 - Present
F-Squared Investments January 2014 - March 2015
Northwestern Mutual March 2008 - December 2013
Romney for President August 2007 - February 2008
Skills
Investments, Mutual Funds, Series 63, Strategic Financial..., Securities, Financial Analysis, Series 6, Series 65, Advent, Microsoft Excel, Management, Finance, Fixed Income, Fixed Income Analysis, Equities, Life Insurance, Indexing, Financial Planning, Statistics, Variable Annuities, Office Management, Long-term Care, Word, Microsoft Office, Long Term Care, Outlook
Education
Kenyon College 2002 — 2006
BA, History
Polaris Partners July 2012 - Present
Jefferies & Company July 2010 - July 2012
Capstone Partners LLC June 2009 - August 2009
Congress Asset Management May 2008 - August 2008
Skills
Venture Capital, Private Equity, Investment Banking, Valuation, Financial Modeling, Due Diligence, Corporate Finance, Corporate Development, LBO, Bloomberg, Equity Research, DCF, Financial Analysis
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2015 — 2017
Amherst College 2006 — 2010
Bachelors, Arts, Economics
Oliver Ames High School 2003 — 2006
Goldman Sachs May 2015 - July 2015
Fidelity Investments June 2014 - May 2015
Congress Asset Management January 2014 - May 2014
EMC May 2013 - August 2013
Northwestern Mutual July 2012 - December 2012
TechTarget May 2011 - August 2011
Skills
Social Media, Marketing, PowerPoint, Salesforce.com, Facebook, Microsoft Office, Sales, Data Analysis, Social Media Marketing, Social Networking, Analytics, SEO, Wealth Management..., Account Management, Client Relations, Financial Services, Investment Management, Institutional...
Education
Boston College 2010 — 2014
Bachelors of Science, Carroll School of Management, Business and Marketing
Brooks School 2008 — 2010
Kent Denver 2006 — 2007
Marketing/Marketing Management, General
Congress Asset Management June 2001 - Present
Mellon Private Asset Management July 2000 - June 2001
State Street Bank March 1991 - July 2000
Skills
Asset Management, Investments, Investment Advisory, Equity Research, Investment Strategies, Wealth Management, Separately Managed..., Trading, Securities, Institutional..., Fund Of Funds, Capital Markets, Equities, Portfolio Management
Education
Providence College 1982 — 1986
Bachelor of Arts (BA), History
Bryant University 1988 — 1992
Master of Business Administration (M.B.A.), Finance, General
Russell Investments September 2010 - Present
Natick Retirement Board 2008 - 2014
Congress Asset Management June 2008 - September 2010
Mass PRIM February 2003 - June 2008
North East Brewing Company June 1996 - February 2003
Hagler, Mastrovita & Hewitt 1993 - 1996
Skills
Institutional, Alternative Investments, Asset Allocation, Hedge Funds, Asset Managment, Investment Management, Investments, Series 7, Investment Strategies, Private Equity, Endowments, Institutional Investors, Series 63, Institutional..., Asset Management, Fund Of Funds, Portfolio Management, Equities, Fixed Income, Consultant Liaison
Education
Boston College - Wallace E. Carroll Graduate School of Management 1992 — 1994
MSF, Finance
University of Vermont 1985 — 1989
BS, Business
Falmouth High School 1981 — 1985
Wall Street Horizon June 2015 - Present
Roubini Global Economics June 2014 - June 2015
Ned Davis Research, Inc. January 2012 - June 2014
Congress Asset Management August 2007 - January 2012
Putnam Investments July 2005 - June 2007
Morgan Stanley August 2004 - December 2004
Skills
Relationship Management, Sales Operations, Mutual Funds, Sales, CRM, Marketing, Salesforce.com, Business Development, Alternative Investments, Investments
Education
Boston University Questrom School of Business 2008 — 2009
COMMUNITY VOLUNTEER Boston Partners in Education 2007 — 2009
Hobart and William Smith Colleges 2000 — 2004
Exeter High School 1996 — 2000
Woodstock Corporation April 2003 - Present
Fleet Investment Advisors/Columbia Management January 1996 - March 2002
Cunningham Henderson & Papin 1993 - 1995
Boston Safe Deposit & Trust Co 1987 - 1993
Congress Asset Management 1986 - 1987
David L Babson & Co 1979 - 1986
The Boston Company 1974 - 1979
John Hancock Life Insurance Company (U.S.A.) 1969 - 1974
Education
Boston College - Wallace E. Carroll Graduate School of Management 1967 — 1969
MBA, Finance
Loyola Marymount University 1963 — 1967
BBA, Accounting/Finance
University of San Diego High School 1962 — 1963
Iona Preparatory 1960 — 1962
Wellington Management February 2012 - Present
LPL Financial November 2007 - January 2012
Congress Asset Management April 2007 - November 2007
Commonwealth Financial Network January 2006 - April 2007
Standish Mellon Asset Management December 1997 - January 2006
Education
Boston College - Wallace E. Carroll Graduate School of Management 1999 — 2003
MBA, Finance
Colby College 1992 — 1996
BA, History
Wellington Management January 2015 - Present
Wellington Management October 2011 - December 2014
Wellington Management July 2010 - October 2011
Wellington Management February 2007 - July 2010
Wellington Management August 2001 - February 2007
Congress Asset Management September 2000 - August 2001
Congress Asset Management July 1999 - September 2000
Skills
User Acceptance Testing, Training, Technical Training, Fixed Income, Finance, Testing, Risk Management, Business Intelligence, Trading, Problem Solving, Financial Analysis, Product Management, Investment Management, Business Analysis, Accounting, Equities, Financial Services
Education
Bryant University 1995 — 1999
Bachelor of Science in Business Administration, Major concentration in Accounting; Minor concentrations in Computer Information Systems and English
AGC Partners August 2015 - Present
Boston College Men's Varsity Soccer December 2012 - Present
Sebastien's Summer Storage May 2012 - September 2015
Radford April 2015 - August 2015
Congress Asset Management February 2015 - June 2015
Consumer United June 2014 - September 2014
Northwestern Mutual May 2013 - May 2014
Massachusetts General Hospital August 2012 - May 2014
Vineyard Vines December 2012 - January 2013
Russo's June 2012 - September 2012
Skills
Management, Healthcare, Sales, Statistics, Clinical Research, Informatics, Marketing, Business Strategy, New Business Development, Research, Microsoft Office, Client Relations Skills, Storage Solutions, Creative Writing, Python, Drawing, Oil Painting, Calculus, Economics, Chemistry, Operations Management, Entrepreneurship, Strategic Planning, Finance, Insurance, Holistic Financial..., Telephone Skills, Econometrics, Analytics, Microsoft Excel, R, SQL, Business Analysis, Sports
Education
Boston College - Wallace E. Carroll Graduate School of Management 2015 — 2016
Master of Science (MS), Finance
Boston College 2011 — 2015
Bachelor of Arts (B.A.), Economics
Cite Scolaire Internationale de Grenoble 2009 — 2011
Lycee Internationale de Saint Germain en Laye 2008 — 2009
Belmont High School 2007 — 2008
State Street Global Advisors (SSgA) January 2014 - Present
State Street Global Advisors (SSgA) May 2013 - January 2014
Shepherd Kaplan LLC June 2011 - April 2013
Congress Asset Management May 2007 - June 2011
Nation One Mortgage September 2005 - May 2007
State Street Bank 2004 - 2005
Skills
Alternative Investments, Fixed Income, Asset Management, Private Equity, Wealth Management, Bloomberg, Finance, Hedge Funds, Mutual Funds, Equities, Investments
Education
Northeastern University, D'Amore-McKim School of Business 2010 — 2012
MBA, Finance
Bentley University 2000 — 2004
BS, Finance
Congress Asset Management December 2013 - Present
Fidelity Institutional Wealth Services 2005 - 2013
SEI Investments July 2000 - July 2005
ING 1997 - 2000
Keyport Life Insurance 1994 - 1997
Skills
New Business Development, Business Formation, Investments, Portfolio Management, Series 7, Strategic Financial..., Series 63, Relationship Management, Mutual Funds, Wealth Management, Asset Allocation, Series 24, Estate Planning, Alternative Investments, Risk Management, Securities, Insurance, Investment Advisory, Financial Services, 401k, FINRA, Series 65
Education
Fairfield University 1990 — 1994
Wilkins Investment Counsel, Inc. June 2013 - Present
Wilkins Investment Counsel May 2008 - Present
Contravisory Investment Management May 2004 - May 2008
Congress Asset Management 2001 - 2004
Mellon Financial August 1997 - January 2001
Skills
Investments, Equities, Fixed Income, Asset Managment, Alternative Investments, Asset Management, Portfolio Management, Hedge Funds
Education
Saint Anselm College 1993 — 1997
Natixis Global Asset Management July 2006 - October 2011
Standish Mellon Asset Management January 2000 - June 2006
Congress Asset Management March 1997 - January 2000
Education
Brigham Young University 1991 — 1996
B.S., Psychology
Manulife Asset Management July 2013 - Present
Manulife Asset Management October 2010 - July 2013
Congress Asset Management January 2008 - October 2010
Education
Hobart and William Smith Colleges 2003 — 2007
Congress Asset Management June 2004 - Present
Enterprise Investments January 1998 - March 2004
MassMutual Financial Group June 1997 - January 1998
Education
Boston College - Wallace E. Carroll Graduate School of Management 2005 — 2007
MBA
Bates College 1993 — 1997
BA, Economics
Congress Asset Management January 2013 - Present
OppenheimerFunds Distributors Inc. March 2008 - November 2012
Putnam Investments April 2004 - March 2008
Skills
Investments, Alternative Investments, Asset Allocation, Asset Managment, Investment Strategies, Fixed Income, Investment Management, Wealth Management, Equities, Investment Advisory, Securities, Financial Services, Capital Markets, Mutual Funds, Financial Analysis, Finance, Series 65, Financial Modeling, Separately Managed..., Asset Management
Education
Boston College 1994 — 1998
B.A., Economics
Congress Asset Management January 2012 - Present
Congress Asset Management June 1993 - December 2011
Skills
Asset Management, Private Equity Firms, Financial Analysis, Financial Modeling, Finance, Investment Advisory, Investment Strategies, Alternative Investments
Education
Boston University Questrom School of Business 1996 — 1999
MBA
Saint Michael's College 1988 — 1992
BS, Business Adiminstration
Federal Home Loan Bank of Boston 2012 - Present
Congress Asset Management 2008 - 2012
Fidelity Investments 2006 - 2008
State Street 2003 - 2005
Skills
Portfolio Management, Investment Strategies, Investment Management, Interest Rate..., Structured Products, Corporate Bonds, Municipal Bonds, Securitized Products, Interest Rate Products, Credit Research, Trading
Education
Samuel Curtis Johnson Graduate School of Management
Master of Business Administration (MBA)
University of Massachusetts Boston 2000 — 2003
B.A., Economics
Manulife Financial June 2013 - Present
Congress Asset Management March 2010 - December 2012
Prelude Asset Management July 2009 - March 2010
Bank of China July 2007 - September 2007
Skills
Quantitative Finance, Asset Management, Statistics, Quantitative Analysis, C++, Fixed Income, R, Mathematics, Monte Carlo Simulation, Quantitative Analytics, Risk Management
Education
Boston University Questrom School of Business 2008 — 2009
Master of Arts, Mathematical Finance
Peking University 2004 — 2008
Bachelor of Science, Mathematics with a concerntration in Financial Mathematics
Amalgamated Bank February 2012 - Present
U.S. Coast Guard October 1998 - Present
NYC Local 147 Tunnel Workers (Sandhogs) October 1998 - Present
Congress Asset Management January 1990 - August 2009
Education
Siena College 1982 — 1986
B.S., Finance
Bergen Catholic High School 1978 — 1982
Congress Asset Management 2013 - Present
L'Oréal 2011 - 2013
L'Oréal November 2009 - February 2010
Selwyn College 2010 - 2010
AIESEC New Zealand 2009 - 2010
University of Otago February 2007 - November 2009
Carrington College February 2007 - November 2007
Skills
Research, Public Speaking, Academic Writing, Qualitative Research, Data Analysis, Event Management, Higher Education, SPSS, Teamwork, Team Leadership, Leadership, Teaching, University Teaching, Market Research, Microsoft Office, Marketing Communications
Education
University of Otago 2006 — 2010
Bachelor of Commerce (BCom) (Hons), Marketing, First-Class Honours
ESADE Business School 2010 — 2010
Exchange Student, Business/Commerce, General
University of Otago 2006 — 2009
Bachelor of Science (BSc), Psychology
Placester, Inc. January 2015 - Present
Weichert Realtors, Metropolitan Boston Real Estate January 2014 - December 2014
Congress Asset Management October 2010 - January 2014
The LA Group January 2010 - June 2010
Skills
Microsoft Office, Public Speaking, PowerPoint, Microsoft Excel, Microsoft Word, Research, Public Relations, Editing, Outlook, Sales
Education
Skidmore College 2006 — 2010
BA, Environmental Studies
University of Arizona 2007 — 2007
St. Catherine's 2000 — 2006
Congress Asset Management July 2015 - Present
Family Aid Boston December 2013 - July 2015
UMass Boston Office of New Student Programs October 2013 - January 2015
McDonald's Corporation August 2009 - October 2011
Skills
Microsoft Excel, Research, English, Social Media, Teamwork, Editing, Public Speaking, Microsoft Office, Customer Service, Student Affairs, Public Health, Leadership, Higher Education, Fundraising, SPSS, Community Outreach, Event Planning, Nonprofits
Education
University of Massachusetts Boston 2011 — 2015
Exercise and Health Sciences, Health Sciences
Abington High School 2008 — 2011
diploma
Rise Records December 2014 - Present
Honor Roll Booking, Management & Productions May 2012 - July 2014
City of Worcester October 2013 - May 2014
Congress Asset Management June 2011 - August 2011
Skills
Facebook, Microsoft Office, News Writing, Booking Shows, Screenwriting, DJ, Axys, DataMart, Twitter, Interviewing Skills, Photoshop, iLife, iWork, Basic HTML, Feature Articles, Papervision, Base/Basecamp
Education
Clark University 2013 — 2014
Master of Science (M.S.), Professional Communications
Clark University 2009 — 2013
Bachelor of Arts (B.A.), English Language and Literature/Letters
Congress Asset Management June 2011 - Present
Brown Brothers Harriman April 2010 - June 2011
Brown Brothers Harriman July 2008 - April 2010
Mount Sunapee Learning Center February 2008 - April 2008
Carpenter's Tutoring Services February 2008 - April 2008
Boyne USABig Sky, MTConvention Center February 2007 - October 2007
Sullivan and Worcester LLP May 2005 - October 2007
UMC Catering August 2004 - December 2006
Skills
Equities, Accounting, Real Estate, Trading, Mutual Funds, Fixed Income, Options, Bloomberg
Education
University of Colorado Boulder 2003 — 2006
BA, Philosophy
Boston College High School 1998 — 2002
Congress Asset Management September 2008 - Present
Education
Northeastern University 2011 — 2014
Master of Business Administration (MBA), General
Saint Michael's College 2004 — 2008
Bachelor of Science (BS), Business Administration and Management, General
Atlantic Trust Private Wealth Management October 2006 - Present
Congress Asset Management January 2000 - October 2006
Investors Capital February 1996 - January 2000
G.R. Stuart & Company September 1993 - February 1995
Education
Hartwick College 1989 — 1992
Bachelor of Arts, Accounting & Management