Martine Elie

Investment Committee Member presso Congress Asset Management Co. LLP

Consumer Services

Finance

Profilo

Ms. Elizabeth M.
Elie, CFA MBA, is a Vice President & Portfolio Manager at Congress Asset Management Co. LLP.
She chairs the Dividend Growth Strategy, and is a member of the firm's Large Cap Growth, Small Cap Value, and Private Equity Investment Committees.
In addition, she is part of the firm’s Investment Oversight Committee.
In her role as Portfolio Manager, she gives advise to institutional and high net worth clients, ensuring adherence to portfolio risk controls and implementing equity recommendations.
She has over 20 years of investment experience.
Prior to joining Congress, Ms. Elie began her career as an equity research analyst with Majendie Charlton Securities.
She received her BBA from HEC Montréal and an MBA from Northeastern University.
She is a CFA charterholder and a member of the CFA Society Boston, CFA Montreal and the CFA Institute.

Posizioni attive di Martine Elie

Società	Posizione	Inizio
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.	Investment Committee Member	01/01/1999

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Precedenti posizioni note di Martine Elie

Società	Posizione	Fine
Majendie Charlton Securities Ltd.	Corporate Officer/Principal	-

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Formazione di Martine Elie

Northeastern University	Masters Business Admin
HEC Montréal	Undergraduate Degree

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Società collegate

Aziende private	2
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
Majendie Charlton Securities Ltd.