Fund Inception | 03/15/1928 |
Name of Issuer | Congress |
Fund Advisor(s) | Congress Asset Management Company, LLP |
Sub-Advisor(s) | -- |
Fund Managers for CMLIX
Daniel Lagan
Portfolio Manager since 03/31/2009
Daniel Lagan is a Chartered Financial Analyst charter holder. Since July 1999, Mr. Lagan has served as President of, and as a Portfolio Manager for Congress Asset Management Company, LLP. From August 1989 to June 1999, Mr. Lagan served as Executive Vice President and Portfolio Manager for Congress Asset Management Company, LLP. Prior to joining Congress Asset Management Company, LLP in 1989, Mr. Lagan served as an auditor for PricewaterhouseCoopers. Mr. Lagan holds a Bachelor of Arts degree in Accounting from St. Michael’s College and a Masters of Business Administration degree in Finance from Boston College.
Matthew Lagan
Portfolio Manager since 01/01/2022
Mr. Lagan is a Chartered Financial Analyst charter holder. Since March 2014, Mr. Lagan has served as Vice President, Senior Research Analyst and Portfolio Manager for Congress Asset Management Company, LLP. Prior to joining Congress Asset Management Company, LLP in January of 2003, Mr. Lagan worked for several technology companies including GiantLoop Network, NetGenesis, and Ambit Technology. Mr. Lagan holds a Bachelor of Science degree in Aviation Science from Bridgewater State and a Masters of Business Administration degree from the Michael Smurfit Graduate Business School at the University of Dublin.