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Congress Asset Management Company

2 Seaport Lane

Boston, Massachusetts,02210

United States

United States View Map>>

P: (617) 428-4300

F: (617) 737-4333

www.congressasset.com

Description

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

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Revenue

$25 Million

Employees

125

Products & Service

model portfolio investment management services .

Industries

Investment Banking, Finance, Brokerage .

Similar Companies

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

SIC Codes

2899, 6021 .

Recently updated profiles at this company(66 contacts available)

Gregg O'Keefe

Executive Vice President, Portfolio Manager

Jaime Petricca

Regional Consultant

Jeffrey Porter

Executive VP- Head of Fixed Income

Christopher Lagan

Managing Director and Chief Operating Officer

Anthony Segala

Regional Director

Jenna Ryan

Regional Consultant

John Beaver

Vice President, Portfolio Manager

Kevin Murphy

Regional Director

Brian Guild

Vice President, Portfolio Manager

Martine Elie

Vice President

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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.

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