Gregg Andrew O'Keefe
Membre du Comité d'Investissement chez Congress Asset Management Co. LLP
Profil
Mr. Gregg A.
O'Keefe, CFA MBA, is an Executive Vice President & Portfolio Manager at Congress Asset Management Co. LLP.
He has held numerous positions during his time with the firm, in addition to his primary role as Portfolio Manager.
Currently, he is a member of the firm's Management Committee, which is responsible for setting strategic direction for the organization, a member of the Investment Oversight Committee, which provides governance and oversight on all of the company’s investment products.
Also, he chairs the Small Cap Growth Investment Committee, and is a member of the Mid Cap Growth Investment Committee.
He received his BSBA from Boston University and an MBA from Boston College.
He is a CFA charterholder, and member of the Boston Security Analysts Society.
Postes actifs de Gregg Andrew O'Keefe
| Sociétés | Poste | Début |
|---|---|---|
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. | Membre du Comité d'Investissement | 01/05/1986 |
Formation de Gregg Andrew O'Keefe
| Boston College | Masters Business Admin |
| Boston University | Undergraduate Degree |
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Entreprise privées
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Entreprises liées au 1er degré
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| Entreprise privées | 1 |
|---|---|
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 |
