Keith Robert Gontarz
Gestionnaire de Portefeuille-Actions chez Congress Asset Management Co. LLP
Profil
Mr. Keith R.
Gontarz, CFA MBA, is a Portfolio Manager at Congress Asset Management Co. LLP.
He joined Congress Asset Management in 2017 in the role of Product Manager.
In August 2020, he was promoted to Portfolio Manager.
He focuses on the firm's tax transition process and custom Balanced portfolios.
Before joining the firm, he spent time in client service and relationship management at GW&K Investment Management and Evergreen Investments.
He received his BA degree from the University of Massachusetts and an MBA from Boston College.
He is a CFA Charter holder.
Postes actifs de Keith Robert Gontarz
| 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. | Gestionnaire de Portefeuille-Actions | 01/08/2020 |
Formation de Keith Robert Gontarz
| Boston College | Masters Business Admin |
| University of Massachusetts | Undergraduate Degree |
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| Entreprise privées | 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 |
