Alfred A. Lagan
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Profil
Mr. Alfred A.
Lagan is Founder & Chairman at Congress Asset Management Co. LLP.
Mr. Lagan founded Congress Asset Management in January 1985.
After extensive years of service in the U.
S.
Navy, he joined Bankers Trust Company in New York as an Investment Associate in the Trust Department.
In 1964, he joined Burnham & Co. (predecessor firm to Drexel Burnham Lambert) as an Investment Associate.
He reported to the senior partners of the firm, researched potential investments for them, assisted in management of client portfolios, and communicated with clients.
He also assisted in the management of offshore funds, Worldwide Fund NV and Worldwide Fund Ltd., which were set up to manage investments of foreign clients.
In1972, he joined the Bowery Savings Bank as Vice President Investments where he managed the bank's stock portfolio, reporting to the Executive Vice President and the Investment Committee of the Board.
He was promoted to Senior Vice President in 1973.
In 1974, he joined Putnam Capital Management as Senior Vice President and Director specializing in the investment management of smaller corporate pension funds under management.
In1984, he left Putnam and founded Congress Asset Management.
Mr. Lagan received his Bachelor of Arts degree in Economics with a minor in Philosophy from Iona College in 1956.
While working at Bankers Trust he attended the New York University Graduate School of Business Administration where his studies focused on investments and international business.
In 1964, he received his Master of Business Administration degree with distinction.
He is also a Chartered Financial Analyst.
Anciens postes connus de Alfred A. Lagan
| Sociétés | Poste | Fin |
|---|---|---|
Putnam Investment Management LLC
 Putnam Investment Management LLC Investment ManagersFinance Putnam Investment Management LLC (PIM) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. Founded in 1971, the firm is a wholly-owned subsidiary of Putnam US Holdings I LLC and became an indirect, wholly-owned subsidiary of Franklin Resources, Inc. (NYSE: BEN) in 2024. PIM provides investment advice across all asset classes to individuals and institutions worldwide through separately managed accounts and pooled investment funds. | Gestionnaire de Portefeuille-Actions | 01/01/1985 |
The Bowery Savings Bank
 The Bowery Savings Bank Regional BanksFinance Bowery Savings Bank operates a saving bank. It is one of the largest savings bank in New York. The company was founded in 1834 and is headquartered in New York, NY | Corporate Officer/Principal | 01/12/1973 |
| Burnham & Co. | Corporate Officer/Principal | - |
Bankers Trust & Co.
 Bankers Trust & Co. Investment Trusts/Mutual FundsMiscellaneous Part of Deutsche Bank AG, Bankers Trust & Co. is a company that provides trust services. The company is based in New York, NY. | Corporate Officer/Principal | - |
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. | Fondateur | - |
Formation de Alfred A. Lagan
| New York University | Masters Business Admin |
| Iona College | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
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Sociétés liées
| Entreprise privées | 5 |
|---|---|
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 |
Putnam Investment Management LLC
Putnam Investment Management LLC Investment ManagersFinance Putnam Investment Management LLC (PIM) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. Founded in 1971, the firm is a wholly-owned subsidiary of Putnam US Holdings I LLC and became an indirect, wholly-owned subsidiary of Franklin Resources, Inc. (NYSE: BEN) in 2024. PIM provides investment advice across all asset classes to individuals and institutions worldwide through separately managed accounts and pooled investment funds. | Finance |
Bankers Trust & Co.
Bankers Trust & Co. Investment Trusts/Mutual FundsMiscellaneous Part of Deutsche Bank AG, Bankers Trust & Co. is a company that provides trust services. The company is based in New York, NY. | Miscellaneous |
| Burnham & Co. | |
The Bowery Savings Bank
The Bowery Savings Bank Regional BanksFinance Bowery Savings Bank operates a saving bank. It is one of the largest savings bank in New York. The company was founded in 1834 and is headquartered in New York, NY | Finance |