Todd William Solomon
Membre du Comité d'Investissement chez Congress Asset Management Co. LLP
Profil
Mr. Todd W.
Solomon, CFA MBA, is a Senior Vice President & Portfolio Manager at Congress Asset Management Co. LLP.
He is a member of the Investment Oversight Committee and chairs the Mid Cap Growth Committee.
Finally, he is a member of the Multi-Cap Growth Investment Committee.
He has over 22 years of investment experience, spanning both equity research and portfolio management.
Prior to joining the firm, Mr. Solomon held positions at US Trust Company, Fidelity Management and Research Co, and the Pioneer Group, Inc.
He received his BA from Georgetown University and an MBA from New York University.
He is a CFA charterholder, and member of the CFA Society Boston.
Postes actifs de Todd William Solomon
| 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 | 01/04/2001 |
Anciens postes connus de Todd William Solomon
| Sociétés | Poste | Fin |
|---|---|---|
Boston Trust Walden, Inc.
 Boston Trust Walden, Inc. Investment ManagersFinance Boston Trust Walden, Inc. is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1974 and formerly known as Boston Trust Investment Management, Inc. They are a wholly-owned subsidiary of Boston Trust Walden Co., which in turn is wholly-owned by Boston Trust Walden Corp. Boston Trust Walden provides investment advisory services to the Boston Trust Walden Funds and separately managed accounts which includes institutions, pensions, government agencies and other institutional clients. They also provide investment management services to investors with environmental, social, and governance (ESG) guidelines and sub-advisory services to mutual funds. | Analyst-Equity | 28/02/2001 |
Fidelity Management & Research Co. LLC
 Fidelity Management & Research Co. LLC Investment ManagersFinance Fidelity Management & Research Co. (FMR) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1946 and is a subsidiary of FMR LLC, also known as Fidelity Investments. FMR provides investment supervisory services, which include sub-advisory services, to Fidelity's family of mutual funds and exchange-traded funds, qualified tuition programs, privately offered unregistered investment funds, separately managed account clients, and various other institutional accounts. | Corporate Officer/Principal | 30/04/1998 |
Pioneer Group, Inc. (Kansas)
 Pioneer Group, Inc. (Kansas) Pioneer Group, Inc. (Kansas) has been active in redeveloping neighborhoods in the core areas of cities and a wide assortment of historical preservation projects and federal government Enhanced Use Lease projects. However, the company was not satisfied in just dealing with the brick and mortar. From the start, the company worked to address the multitude of factors necessary to develop neighborhoods and feelings of community. Displaying what is perhaps an old-fashioned 'pioneering spirit. The company is focused on providing opportunities to lower- and moderate-income individuals to enjoy the shelter of affordable housing in community neighborhoods by providing security, health care education and life skills. The company was founded in and is headquartered in | Corporate Officer/Principal | 31/08/1994 |
Formation de Todd William Solomon
| New York University | Masters Business Admin |
| Georgetown University | Undergraduate Degree |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
Fidelity Management & Research Co. LLC
Fidelity Management & Research Co. LLC Investment ManagersFinance Fidelity Management & Research Co. (FMR) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1946 and is a subsidiary of FMR LLC, also known as Fidelity Investments. FMR provides investment supervisory services, which include sub-advisory services, to Fidelity's family of mutual funds and exchange-traded funds, qualified tuition programs, privately offered unregistered investment funds, separately managed account clients, and various other institutional accounts. | Finance |
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 |
Boston Trust Walden, Inc.
Boston Trust Walden, Inc. Investment ManagersFinance Boston Trust Walden, Inc. is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1974 and formerly known as Boston Trust Investment Management, Inc. They are a wholly-owned subsidiary of Boston Trust Walden Co., which in turn is wholly-owned by Boston Trust Walden Corp. Boston Trust Walden provides investment advisory services to the Boston Trust Walden Funds and separately managed accounts which includes institutions, pensions, government agencies and other institutional clients. They also provide investment management services to investors with environmental, social, and governance (ESG) guidelines and sub-advisory services to mutual funds. | Finance |
Pioneer Group, Inc. (Kansas)
Pioneer Group, Inc. (Kansas) Pioneer Group, Inc. (Kansas) has been active in redeveloping neighborhoods in the core areas of cities and a wide assortment of historical preservation projects and federal government Enhanced Use Lease projects. However, the company was not satisfied in just dealing with the brick and mortar. From the start, the company worked to address the multitude of factors necessary to develop neighborhoods and feelings of community. Displaying what is perhaps an old-fashioned 'pioneering spirit. The company is focused on providing opportunities to lower- and moderate-income individuals to enjoy the shelter of affordable housing in community neighborhoods by providing security, health care education and life skills. The company was founded in and is headquartered in |
