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

6211 .

Recently updated profiles at this company(68 contacts available)

Jaime Petricca

Regional Consultant

Gregg O'Keefe

Executive Vice President, Portfolio Manager

Christopher Lagan

Managing Director and Chief Operating Officer

Jeffrey Porter

Executive VP- Head of Fixed Income

Anthony Segala

Regional Director

John Beaver

Vice President, Portfolio Manager

Jenna Ryan

Regional Consultant

Kevin Murphy

Regional Director

Elizabeth Sadler

Client Service Associate

Steven Horton

Senior Regional Consultant

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