Profil
Mr. J.
M.
Amerson is Regional Vice President at Congress Asset Management Co. LLP.
Prior to joining Congress Asset Management in September 2004, Mr. Amerson was a Regional Vice President of Overture Asset Managers and a Regional Marketing Specialist with Invesco.
He has also worked as both a financial advisor and as an ICS Regional Assistant while at Morgan Stanley.
Mr. Amerson is a CFP and received a BS from Presbyterian College in Clinton, South Carolina.
Anciens postes connus de J. Matthew Amerson
| Sociétés | Poste | Fin |
|---|---|---|
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. | Sales & Marketing | 01/03/2012 |
| INVESCO PLC (CAN) | Corporate Officer/Principal | - |
Overture Asset Managers LLC
 Overture Asset Managers LLC Investment ManagersFinance Overture Asset Managers LLC acquires boutique money managers and provides investment management services. The private company is based in New York, NY. | Corporate Officer/Principal | - |
Formation de J. Matthew Amerson
| Presbyterian College | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Sociétés cotées | 1 |
|---|---|
| INVESCO PLC (CAN) | Finance |
| Entreprise privées | 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 |
Overture Asset Managers LLC
Overture Asset Managers LLC Investment ManagersFinance Overture Asset Managers LLC acquires boutique money managers and provides investment management services. The private company is based in New York, NY. | Finance |