Keith Robert Gontarz
Gestore di Portafoglio-Azioni presso Congress Asset Management Co. LLP
Profilo
Mr. Keith R.
Gontarz, CFA MBA, is a Portfolio Manager at Congress Asset Management Co. LLP.
He joined Congress Asset Management in 2017 in the role of Product Manager.
In August 2020, he was promoted to Portfolio Manager.
He focuses on the firm's tax transition process and custom Balanced portfolios.
Before joining the firm, he spent time in client service and relationship management at GW&K Investment Management and Evergreen Investments.
He received his BA degree from the University of Massachusetts and an MBA from Boston College.
He is a CFA Charter holder.
Posizioni attive di Keith Robert Gontarz
Società | Posizione | Inizio |
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Congress Asset Management Co. LLP
Congress Asset Management Co. LLP Investment ManagersFinance Congress Asset Management Co. LLP (Congress Asset) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded by Alfred Lagan in 1985 and is majority owned by the Lagan Holding Company Trust. Congress Asset provides discretionary and model portfolio investment management services to individual and institutional clients who include charitable organizations, pension and profit-sharing plans, including plans subject to the Taft-Hartley Act and the Employee Retirement and Income Security Act (ERISA), state and municipal government entities, corporations, taxable and tax-exempt institutions, high net worth individuals and commingled investment vehicles such as mutual funds. | Gestore di Portafoglio-Azioni | 01/08/2020 |
Formazione di Keith Robert Gontarz
Boston College | Masters Business Admin |
University of Massachusetts | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
Aziende private | 1 |
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Congress Asset Management Co. LLP
Congress Asset Management Co. LLP Investment ManagersFinance Congress Asset Management Co. LLP (Congress Asset) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded by Alfred Lagan in 1985 and is majority owned by the Lagan Holding Company Trust. Congress Asset provides discretionary and model portfolio investment management services to individual and institutional clients who include charitable organizations, pension and profit-sharing plans, including plans subject to the Taft-Hartley Act and the Employee Retirement and Income Security Act (ERISA), state and municipal government entities, corporations, taxable and tax-exempt institutions, high net worth individuals and commingled investment vehicles such as mutual funds. | Finance |
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