Keith Robert Gontarz
Gestore di Portafoglio-Azioni presso Congress Asset Management Co. LLP
Posizioni attive di Keith Robert Gontarz
Società | Posizione | Inizio | Fine |
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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 | - |
Corporate Officer/Principal | 01/01/2017 | 01/08/2020 |
Storia della carriera di Keith Robert Gontarz
Formazione di Keith Robert Gontarz
Boston College | Masters Business Admin |
University of Massachusetts | Undergraduate Degree |
Statistiche
Distribuzione geografica
Stati Uniti | 4 |
Posizioni
Portfolio Manager-Equities | 1 |
Corporate Officer/Principal | 1 |
Masters Business Admin | 1 |
Settori
Consumer Services | 3 |
Finance | 2 |
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
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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