About Congress Asset Management
Congress Asset Management is a Financial Services company based in Boston (United States) founded in 1985. It provides quality equity and fixed income investment strategies for growth. It operates on a B2B model. Congress Asset Management has completed 2 acquisitions, including Century Capital Management and Prelude Capital. Congress Asset Management offers products and services including Large Cap Growth, Mid Cap Growth, Core Fixed, and Intermediate Fixed Income. Its focus areas include Finance, Asset Management, Equity and Growth Strategies. Its legal entity is Congress Asset Management Company, LLP. Its competitors include Fidelity Investments, Morgan Stanley and Northwestern Mutual; 1 of its 3 listed competitors has raised funding.
Company details
Congress Asset Management is a privately owned boutique firm founded in 1985, specializing in equity and fixed income portfolios. It focuses on long-term capital growth through style-pure strategies, serving investors via various vehicles. Based in Boston, the firm employs experienced professionals to ensure disciplined decision-making and organizational stability.
- Headquarters Boston, United States
- SectorsFinancial Services
- Phone•••• ••••
- Website congressasset.com
- Social LinkedIn X
- Legal Name Congress Asset Management Company, Llp
- Investments & AcquisitionsCentury Capital Management
& 1 more
Products & Services of Congress Asset Management
Congress Asset Management offers a comprehensive portfolio of products and services, including Large Cap Growth, Mid Cap Growth, Core Fixed, and Intermediate Fixed Income.
Investment strategy for large cap growth companies
Strategy targeting mid cap growth investments
Fixed income approach for core bond investments
Strategy for intermediate-term fixed income securities
People of Congress Asset Management
41 people are tracked at Congress Asset Management (19 in leadership, 22 in team).
| Name | Role | Group |
|---|---|---|
Dan Lagan | Chief Executive Officer | Leadership |
Riley Horlacher | Vice President, Rocky Mountain Region | Leadership |
John Corrigan | Vice President - Portfolio Manager | Leadership |
Jeffrey Porter | Executive Vice President & Head Of Fixed Income | Leadership |
John O'Reilly | Senior Vice President | Leadership |
Chris Lagan | President | Leadership |
Nancy Huynh | Senior Vice President | Portfolio Manager | Leadership |
Jim Fricano | Chief Compliance Officer | Leadership |
Brian Cunningham | Vice President | Client Portfolio Manager | Leadership |
John Beaver | Vice President | Portfolio Manager | Leadership |
Noel Blair | Vice President | Portfolio Manager | Leadership |
Huston Stewart | Vice President - Southeast Regional Director | Leadership |
Vadim Levin | Head Of National Accounts & Sub-advisory | Leadership |
Amy Noyes | Portfolio Manager/vice President | Leadership |
Brian Guild | Vice President | Portfolio Manager | Leadership |
John Fitzgerald | Vice President | Portfolio Manager | Leadership |
Martine Elie | Vice President | Portfolio Manager | Leadership |
Eric Meyers | Director Of Research | Portfolio Manager | Leadership |
Tony Pacheco | Vice President, National Accounts | Leadership |
Lauren Mitsiaris | Operations Associate | Team |
21 more people are available in the full profile.
Complete people profiles for Congress Asset Management
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Investments & Acquisitions by Congress Asset Management
Congress Asset Management has strategically engaged in corporate development activities, having acquired 2 companies. Notable acquisitions include Century Capital Management and Prelude Capital.
| Company Name | Description | Domain | Location | Founded | Acquired | Amount |
|---|---|---|---|---|---|---|
Diversified investment management is handled by an employee-owned firm. | centurycap.com | Boston, United States | 1928 | Sep 2017 | •••• | |
Multi-strategy focused hedge fund | preludecapital.com | New York, United States | 2004 | Mar 2010 | •••• |
Complete acquisition details for Congress Asset Management
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Timeline of Congress Asset Management
3 dated milestones of Congress Asset Management across 32 years, from founding to its latest funding, stage changes and deals.
- Founded Congress Asset Management is founded.
- Acquisition Acquires Prelude Capital.
- Acquisition Acquires Century Capital Management.
Competitors of Congress Asset Management
Congress Asset Management has 3 listed competitors in our database, 1 of them funded. They include Fidelity Investments, Morgan Stanley and Northwestern Mutual.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| fidelity.com | 1946 | Boston, United States | $517.99M | 24,000 | Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | |
| morganstanley.com | 1935 | New York, United States | 49 | Wealth management, investment advisory, and financial services are provided. | ||
| northwesternmutual.com | 1857 | Milwaukee, United States | 6,661 | Northwestern Mutual is engaged in financial planning and insurance services. |
Detailed competitors of Congress Asset Management
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Top companies in Private Equity Funds
3 companies that operate in the same segment as Congress Asset Management (Private Equity Funds) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Alternative asset investment management firm | 1997 | Los Angeles, California, United States | USD 6.2 B | 3,200 | ||
Private equity and debt investments are managed for businesses. | 2004 | Los Angeles, California, United States | USD 3.15 B | 3,200 | ||
Multiple sectors are invested in by this private equity firm. | 1976 | New York, New York, United States | USD 20.29 B | 4,830 |
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Related news about Congress Asset Management
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Frequently Asked Questions about Congress Asset Management
Congress Asset Management was founded in 1985.
Congress Asset Management is headquartered in Boston, United States. It is registered at Boston, Massachusetts, United States.
Congress Asset Management is a privately owned boutique firm founded in 1985, specializing in equity and fixed income portfolios. It focuses on long-term capital growth through style-pure strategies, serving investors via various vehicles. Based in Boston, the firm employs experienced professionals to ensure disciplined decision-making and organizational stability.
Congress Asset Management's top competitors include Fidelity Investments, Northwestern Mutual and Morgan Stanley.
Congress Asset Management offers Large Cap Growth, Mid Cap Growth, Core Fixed, and Intermediate Fixed Income.
Congress Asset Management has made 2 acquisitions, including Century Capital Management, and Prelude Capital.
Congress Asset Management operates through Congress Asset Management Company, Llp.