Congress Asset Management Company

2 Seaport Lane
Boston, Massachusetts 02210
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
25000
Employees
125

Products & Services

model portfolio investment management services

Industries

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
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