CONGRESS ASSET MANAGEMENT COMPANY, LLP of BOSTON, MA is an SEC-registered investment adviser (CRD 105161). Regulatory assets under management: $14.2B.
Compensation: % of AUM, Fixed.
Clients served: High net worth, Pooled vehicles, Charities, Investment cos.
| Name | Role | Location |
|---|---|---|
| Daniel Anthony Lagan | CHIEF EXECUTIVE OFFICER AND CHIEF INVESTMENT OFFICER; TRUSTEE | — |
| Christopher Michael Lagan | PRESIDENT; TRUSTEE | — |
| Matthew Terence Lagan | OFFICER; VICE PRESIDENT & PORTFOLIO MANAGER | — |
| James A Fricano | CHIEF COMPLIANCE OFFICER | — |
| LAGAN ALFRED ALPHONSUS | CHAIRMAN; CHAIRMAN (AND INDIRECT OWNER); INDIRECT OWNER | — |
| LAGAN DANIEL ANTHONY | CHIEF EXECUTIVE OFFICER AND CHIEF INVESTMENT OFFICER; OFFICER; PRESIDENT (+1 more) | — |
| LAGAN CHRISTOHER MICHAEL | MANAGING DIRECTOR; OFFICER; PRESIDENT (+3 more) | — |
| WARD LAWRENCE ASA | CHIEF COMPLIANCE OFFICER; EXECUTIVE VICE PRESIDENT; EXECUTIVE VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | — |
| LAGAN MATTHEW TERENCE | OFFICER; RESEARCH ANALYST; SENIOR RESEARCH ANALYST (+2 more) | — |
| SWANSON ANN MARIE | CHIEF COMPLIANCE OFFICER | — |
| LAGAN DANIEL | PRESIDENT; PRESIDENT (AND INDIRECT OWNER) | — |
| LAGAN CHRISTOHER | VICE PRESIDENT; VICE PRESIDENT (AND INDIRECT OWNER) | — |
| LAGAN MATTHEW T | INDIRECT OWNER; RESEARCH ANALYST | — |
| LAGAN GREGORY J | INDIRECT OWNER | — |
| LAGAN IRENE M | INDIRECT OWNER | — |
| LAGAN JOSEPH A | INDIRECT OWNER | — |
| O'RIORDAN MARY C | INDIRECT OWNER | — |
| LAGAN JENNIFER ANN | INDIRECT OWNER | — |
| HARDIMAN JENNIFER ANN | INDIRECT OWNER | — |
| FRICANO JAMES A | CHIEF COMPLIANCE OFFICER | — |
| WOFFORD FRED HUGH | CHIEF COMPLIANCE OFFICER; COMPLIANCE OFFICER | — |
| WOFFORD FRED | CHIEF COMPLIANCE OFFICER | — |
| SCHROEDER MICHELLE RENEE | CHIEF COMPLIANCE OFFICER | — |
| James A. Fricano | CHIEF COMPLIANCE OFFICER | — |
| City | State | Employees | Phone |
|---|---|---|---|
| — | — | 1 | (617)428-4327 |
| — | — | 1 | (617)428-4327 |