Congress Asset Management Employee Directory

Investment ManagementMassachusetts, United States51-200 Employees

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.

Find Congress Asset Management employees' phone numbers or email addresses

Congress Asset Management Global Highlights

Location
Employees

North America
91

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  • United States Of America
    91

Europe
1

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  • Ukraine
    1

Congress Asset Management's Leadership

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    D. L.
    Chief Executive Officer
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    J. F.
    Chief Compliance Officer
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    A. M. S.
    Chief Compliance Officer
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    H. S.
    Vice President - Southeast Regional Director
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    M. E.
    Vice President & Portfolio Manager
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    J. C.
    Vice President - Portfolio Manager
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    D. A.
    Vice President Client Service
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    M. H.
    Vice President And Portfolio Manager
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Congress Asset Management Employee Metrics

100%
50%
0%
2026
2025
2024
  • Banking
  • Finance
  • Entrepreneurship
  • Information Technology
  • Product Management
  • Other

Contact profiles from Congress Asset Management

Name
Title
Contact Info
Location
Last Update
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    C. L.
    President
    Phone icon
    United StatesMassachusetts
    Jan 28, 2026
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    D. L.
    Chief Executive Officer
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    United StatesMassachusetts
    Jan 28, 2026
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    J. F.
    Chief Compliance Officer
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    United StatesMassachusetts
    Jan 28, 2026
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    A. L.
    Chairman
    Phone icon
    United StatesMassachusetts
    Oct 24, 2025
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    A. L.
    Chairman
    Phone icon
    United StatesMassachusetts
    Sep 09, 2025
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    A. M. S.
    Chief Compliance Officer
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    United StatesMassachusetts
    Oct 16, 2024
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    H. S.
    Vice President - Southeast Regional Director
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    United StatesGeorgia
    Jan 28, 2026
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    A. S.
    Head Of Distribution
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    United StatesMassachusetts
    Jan 28, 2026
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    B. C.
    Vice President, Regional Director - Ny Metro
    Phone icon
    United StatesMassachusetts
    Jan 28, 2026
  • Stylized image of a person
    T. P.
    Vice President, National Accounts
    Phone icon
    United StatesMassachusetts
    Jan 28, 2026

Frequently Asked Questions

What is Congress Asset Management known for?

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Congress Asset Management was founded in 1985 operates in the Investment Management industry. The company's main headquarters is located in 2 Seaport Lane 5th Floor Boston, Massachusetts United States; you can contact the main corporate office by phone at . Explore Congress Asset Management's company overview page for more information.

What is Congress Asset Management's most common email format?

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Congress Asset Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Congress Asset Management email formats with LeadIQ.

How many employees does Congress Asset Management have currently?

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Congress Asset Management has approximately 88 employees as of February 2026. These team members are located across 2 continents, including North AmericaEurope.

Who are Congress Asset Management's key employees and leadership?

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As of February 2026, Congress Asset Management's key employees include:

  • Chief Executive Officer: D. L.
  • Chief Compliance Officer: J. F.
  • Chief Compliance Officer: A. M. S.
  • Vice President - Southeast Regional Director: H. S.
  • Vice President & Portfolio Manager: M. E.

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