Congress Asset Management

Description

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

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Congress Asset Management Employees

Employee
Years
Job
Industry
Dennis MacDonald Dennis MacDonald Greater San Diego Area Details
Dennis MacDonald's Congress Asset Management Experience November 2010 - January 2012
Job Regional Director at Delaware Investments, a member of the Macquarie Group
Industry Investment Management
Experience
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

Kim Curtis Kim Curtis Greater Boston Area Details
Kim Curtis's Congress Asset Management Experience August 2005 - February 2008
Job Financial Operations
Industry Financial Services
Experience
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

Brian Durkin Brian Durkin Marshfield, Massachusetts Details
Brian Durkin's Congress Asset Management Experience March 2007 - July 2013
Job Chief Compliance Officer at Braver Wealth Management, LLC
Industry Financial Services
Experience
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

Virgynia Muma Virgynia Muma Boston, Massachusetts Details
Virgynia Muma's Congress Asset Management Experience January 2014 - April 2014
Job Assistant Client Manager at Pile and Company
Industry Marketing and Advertising
Experience
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

Amy Riehlman Amy Riehlman Boston, Massachusetts Details
Amy Riehlman's Congress Asset Management Experience October 2012 - September 2013
Job Marketing and Sales Consultant at Team Beachbody
Industry Investment Management
Experience
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

Chelsea Lynne Farrell Chelsea Lynne Farrell Greater Boston Area Details
Chelsea Lynne Farrell's Congress Asset Management Experience June 2014 - June 2015
Job Product Specialist at The Boston Company Asset Management, LLC
Industry Investment Management
Experience
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

Sam Bigda-Peyton Sam Bigda-Peyton Greater Boston Area Details
Sam Bigda-Peyton's Congress Asset Management Experience September 2014 - December 2014
Job International Business Major Dalhousie University
Industry Market Research
Experience
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

David J. D'Amico, CFA David J. D'Amico, CFA Needham Heights, Massachusetts Details
David J. D'Amico, CFA's Congress Asset Management Experience January 1996 - February 1999
Job President & Chief Market Strategist
Industry Investment Management
Experience
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

Jaime Petricca Jaime Petricca Boston, Massachusetts Details
Jaime Petricca's Congress Asset Management Experience July 2015 - Present
Job Regional Consultant at Congress Asset Management
Industry Financial Services
Experience
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

Garrett Callahan Garrett Callahan Greater Boston Area Details
Garrett Callahan's Congress Asset Management Experience December 2014 - Present
Job Sr. Operations Associate at Congress Asset Management
Industry Investment Management
Experience
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

Elizabeth Sadler Elizabeth Sadler Greater Boston Area Details
Elizabeth Sadler's Congress Asset Management Experience March 2014 - Present
Job Client Service Associate at Congress Asset Management
Industry Investment Management
Experience
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

Constantine (Dino) Pantelis Constantine (Dino) Pantelis Hampton, New Hampshire Details
Constantine (Dino) Pantelis's Congress Asset Management Experience 2002 - 2006
Job Chief of Trust Operations/Vice President at Perspecta Trust LLC
Industry Financial Services
Experience
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

Matthew P. Leahy, CFA Matthew P. Leahy, CFA Greater Boston Area Details
Matthew P. Leahy, CFA's Congress Asset Management Experience January 2012 - Present
Job Consultant Relations at Congress Asset Management
Industry Investment Management
Experience
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

Robert Schrock, CFA Robert Schrock, CFA Greater Boston Area Details
Robert Schrock, CFA's Congress Asset Management Experience May 2015 - Present
Job Investment Operations at Congress Asset Management
Industry Financial Services
Experience
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

Chris Govey Chris Govey Greater Boston Area Details
Chris Govey's Congress Asset Management Experience May 2008 - August 2008
Job Associate at Polaris Partners
Industry Venture Capital & Private Equity
Experience
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

Chapin Duke Chapin Duke Greater Boston Area Details
Chapin Duke's Congress Asset Management Experience January 2014 - May 2014
Job Wealth Management Professional at Goldman Sachs
Industry Financial Services
Experience
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

John O'Reilly, CFA John O'Reilly, CFA Greater Boston Area Details
John O'Reilly, CFA's Congress Asset Management Experience June 2001 - Present
Job Portfolio Manager at Congress Asset Management
Industry Investment Management
Experience
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

Mike Reardon Mike Reardon Greater Boston Area Details
Mike Reardon's Congress Asset Management Experience June 2008 - September 2010
Job Director, U.S. Consultant Relations at Russell Investments
Industry Investment Management
Experience
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

Rick Taussig Rick Taussig Greater Boston Area Details
Rick Taussig's Congress Asset Management Experience August 2007 - January 2012
Job Sales Director at Wall Street Horizon
Industry Financial Services
Experience
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

Thomas C Stakem Jr Thomas C Stakem Jr Greater Boston Area Details
Thomas C Stakem Jr's Congress Asset Management Experience 1986 - 1987
Job Woodstock Corporation
Industry Investment Management
Experience
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

Adam Norman Adam Norman Greater Boston Area Details
Adam Norman's Congress Asset Management Experience April 2007 - November 2007
Job Investment Communications Manager at Wellington Management
Industry Financial Services
Experience
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

Chris Tringali, CFA Chris Tringali, CFA Greater Boston Area Details
Chris Tringali, CFA's Congress Asset Management Experience September 2000 - August 2001
Job Lead Systems Analyst at Wellington Management
Industry Investment Management
Experience
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

Sebastien Das Sebastien Das Belmont, Massachusetts Details
Sebastien Das's Congress Asset Management Experience February 2015 - June 2015
Job Intern at AGC Partners
Industry Financial Services
Experience
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

Michael Narkiewicz Michael Narkiewicz Boston, Massachusetts Details
Michael Narkiewicz's Congress Asset Management Experience May 2007 - June 2011
Job Portfolio Specialist at State Street Global Advisors (SSgA)
Industry Financial Services
Experience
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

John Lonergan John Lonergan Greater Boston Area Details
John Lonergan's Congress Asset Management Experience December 2013 - Present
Job Congress Asset Management
Industry Financial Services
Experience
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

David Gately David Gately Greater Boston Area Details
David Gately's Congress Asset Management Experience 2001 - 2004
Job Director of Operations at Wilkins Investment Counsel, Inc.
Industry Investment Management
Experience
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

Jane Flinn Jane Flinn Greater Boston Area Details
Jane Flinn's Congress Asset Management Experience March 1997 - January 2000
Job Investment Analyst at Natixis Global Associates
Industry Investment Management
Experience
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

Caitlin Davis Caitlin Davis Greater Boston Area Details
Caitlin Davis's Congress Asset Management Experience January 2008 - October 2010
Job Institutional Sales Analyst at Manulife Asset Management
Industry Financial Services
Experience
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

Jeffrey Barricelli Jeffrey Barricelli Greater Boston Area Details
Jeffrey Barricelli's Congress Asset Management Experience June 2004 - Present
Job Analyst at Congress Asset Management
Industry Investment Management
Experience
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

Greg Fulginite Greg Fulginite Greater Boston Area Details
Greg Fulginite's Congress Asset Management Experience January 2013 - Present
Job Regional Director/ Business Development at Congress Asset Management
Industry Investment Management
Experience
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

Chris Lagan Chris Lagan Greater Boston Area Details
Chris Lagan's Congress Asset Management Experience January 2012 - Present
Job Managing Director / Chief Operating Officer at Congress Asset Management
Industry Financial Services
Experience
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

John Bastoni, CFA John Bastoni, CFA Greater Boston Area Details
John Bastoni, CFA's Congress Asset Management Experience 2008 - 2012
Job Fixed Income Trader
Industry Investment Management
Experience
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

Jingwen Peng Jingwen Peng Greater Boston Area Details
Jingwen Peng's Congress Asset Management Experience March 2010 - December 2012
Job Senior Performance Analyst at Manulife Financial
Industry Investment Management
Experience
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

Ted King Jr. Ted King Jr. Greater New York City Area Details
Ted King Jr.'s Congress Asset Management Experience January 1990 - August 2009
Job Vice President, Sales and Marketing Officer, Investment Management Division
Industry Banking
Experience
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

Mikaela Ingram Mikaela Ingram Greater Boston Area Details
Mikaela Ingram's Congress Asset Management Experience 2013 - Present
Job L'Oreal New Zealand, Honours Student at University of Otago, AIESEC Dunedin
Industry Marketing and Advertising
Experience
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

Phoebe Gallagher Phoebe Gallagher Greater Boston Area Details
Phoebe Gallagher's Congress Asset Management Experience October 2010 - January 2014
Job Marketing Consultant, Placester
Industry Marketing and Advertising
Experience
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

Michelle Kelleher Michelle Kelleher Greater Boston Area Details
Michelle Kelleher's Congress Asset Management Experience July 2015 - Present
Job Client Support Advocate Family Aid Boston
Industry Human Resources
Experience
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

Alexander Maksymowicz Alexander Maksymowicz Portland, Oregon Details
Alexander Maksymowicz's Congress Asset Management Experience June 2011 - August 2011
Job Operations and Production Assistant at Rise Records
Industry Music
Experience
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

Joel Carpenter Jr Joel Carpenter Jr Greater Boston Area Details
Joel Carpenter Jr's Congress Asset Management Experience June 2011 - Present
Job Operations Analyst at Congress Asset Management
Industry Financial Services
Experience
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

Julie O'Riordan Julie O'Riordan Greater Boston Area Details
Julie O'Riordan's Congress Asset Management Experience September 2008 - Present
Job Operations Analyst at Congress Asset Management
Industry Investment Management
Experience
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

Christopher J. Lanouette, CFA Christopher J. Lanouette, CFA Boston, Massachusetts Details
Christopher J. Lanouette, CFA's Congress Asset Management Experience January 2000 - October 2006
Job Managing Director, Fixed Income Portfolio Manager at Atlantic Trust Private Wealth Management
Industry Investment Management
Experience
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