Congress Asset Management Company

2 Seaport Lane
Boston, Massachusetts 02210
United States View Map >>

P: (617) 428-4300
F: (617) 737-4333
Congress Asset Management has partnered1 with Newfound Research, LLC ("Newfound") to develop the Risk Managed Series™, a suite of investment strategies that utilize an institutional-quality asset allocation framework that focuses on risk allocation, combined with an efficient tactical overlay, seeking to maximize upside capture while avoiding large... more

Get ZoomInfo Grow

+ Get 10 Free Contacts a Month

Please agree to the terms and conditions

I agree to the Terms of Service and Privacy Policy. I understand that I will receive a subscription to ZoomInfo Community Edition at no charge in exchange for downloading and installing the ZoomInfo Contact Contributor utility which, among other features, involves sharing my business contacts as well as headers and signature blocks from emails that I receive.

Contact People at this company

Get ZoomInfo Grow

+ Get 10 Free Contacts a Month

Contact People at this company

Products & Services

model portfolio investment management services


Investment Banking, Brokerage

Similar Companies

Brown Brothers Harriman & Co., Wellington Management Company , LLP, Comerica Bank, Conning Corporation

SIC Codes

2899, 6021, 6282, 6211

Recently updated profiles at this company (57 contacts available)

Jenna Ryan
Regional Consultant
John Corrigan
Fixed Income Trader
Ryan Carroll
External Wholesaler, Regional Director
Brian Guild
Vice President, Portfolio Manager
Jaime Petricca
Regional Consultant
Julie Galeros
Compliance Manager
Brian Strang
Operations Analyst
Gregg O'Keefe
Executive Vice President, Portfolio Manager
Nicholas Koup
Equity Research Analyst
Christopher Lagan
Managing Director and Chief Operating Officer
City Directory Icon

Browse ZoomInfo's Business Contact Directory by City

People Directory Icon

Browse ZoomInfo's
Business People Directory

Company Directory Icon

Browse ZoomInfo's
Advanced Company Directory