Congress Asset Management is a privately owned investment management firm based in Boston, MA.  The firm manages equity, fixed income, and private equity assets on behalf of institutions, financial intermediaries, and individuals. The firm was founded in 1985 and built with a focus on capital preservation and the conviction that the needs of the client come first. 

Investment Management

Congress Asset Management

Congress Asset Management's headquarters in Boston, MA, United States

This department oversees and manages the daily operations and processes within the organization.

Operations Department

The Leadership Team at Congress Asset Management is responsible for setting and executing the strategic vision of the firm, overseeing the management of investment portfolios, ensuring regulatory compliance, and maintaining client relationships. Comprised of executives, regional directors, and portfolio managers, this team collaborates to drive business growth, uphold investment performance, and prioritize the needs of clients.

Leadership Team

The Investment Management Team at Congress Asset Management is responsible for overseeing and managing the firm's diverse portfolio of equity, fixed income, and private equity assets. This team, comprised of experienced portfolio managers and vice presidents, focuses on capital preservation and delivering tailored investment strategies to meet the specific needs of their clients, which include institutions, financial intermediaries, and individuals. Through rigorous research and analysis, they aim to optimize returns while adhering to the firm's client-first philosophy.

Investment Management Team

The Investment and Research Team at Congress Asset Management conducts in-depth market analysis and evaluates investment opportunities across equities, fixed income, and private equity. Comprising of research analysts and equity traders, the team focuses on uncovering valuable insights, executing trades, and providing strategic recommendations to optimize client portfolios while prioritizing capital preservation and client needs.

Investment and Research Team

The Client Services and Support Team at Congress Asset Management ensures exceptional client satisfaction by managing client communications, addressing inquiries, and providing detailed performance analyses. This team also supports compliance and administrative functions, coordinates client-related projects, and maintains accurate investment records to uphold the firm's focus on client needs and capital preservation.

Client Services and Support Team

The Operations Team at Congress Asset Management is responsible for ensuring the seamless execution of day-to-day activities, including trade processing, portfolio accounting, and performance reporting. They maintain data integrity, oversee compliance with regulatory requirements, and support the investment team by facilitating efficient operational workflows. Their work ensures that client assets are accurately managed and reported, aligning with the firm's focus on capital preservation and client needs.

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Other teams

Leadership Team

Investment Management Team

Investment and Research Team

Client Services and Support Team

Operations Team

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People (4)

Jobs (0)

Other teams

Leadership Team

Investment Management Team

Investment and Research Team

Client Services and Support Team

Operations Team

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