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Brian Cunningham Cfa

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Brian Cunningham Cfa

Vice President, Client Portfolio Manager | Congress Asset Management

Boston, Massachusetts, United States

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Brian Cunningham Cfa

Summary

Brian Cunningham is a seasoned finance professional with extensive experience in asset management and client portfolio management. He currently serves as Vice President and Regional Director at Congress Asset Management, where he plays a pivotal role in overseeing client relationships and investment strategies. With a strong academic background in finance from Providence College, Brian has honed his skills through various roles, including Regional Marketing Associate at Putnam Investments and Research Assistant at Providence College. His career is marked by a commitment to client success and a deep understanding of financial markets. Brian's leadership in the financial services sector reflects his ability to navigate complex investment landscapes and drive organizational growth. He is passionate about fostering strong client partnerships and leveraging innovative financial solutions. Outside of his professional endeavors, Brian is likely to engage in activities that enhance his industry knowledge and contribute to community development.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Leadership Development

Innovation

Organisational experience

Corporate Experience

Brian Cunningham Cfa

Work Experience

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Vice President, Client Portfolio Manager at

Congress Asset Management

January 2024 - Present

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Vice President, Regional Director at

Congress Asset Management

September 2019 - March 2024

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Regional Consultant at

Congress Asset Management

October 2017 - September 2019

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Regional Marketing Associate - Internal Wholesaler at

Putnam Investments

May 2016 - October 2017

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Dealer Marketing Services Representative at

Putnam Investments

September 2015 - April 2016

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Research Assistant at

Providence College

September 2014 - July 2015

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Brian Cunningham Cfa

Education

Providence College School of Business, Master Of Business Administration - Mba

January 2014 - January 2015

Providence College, Bachelor Of Science - Bs

January 2010 - January 2014

Xavier High School in Middletown, CT

January 2006 - January 2010

Frequently Asked Questions about Brian Cunningham Cfa

What is Brian Cunningham Cfa email address?

Brian Cunningham Cfa's primary email address is ***********@congressasset.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Brian Cunningham Cfa work for?

Brian Cunningham Cfa is a Vice President, Client Portfolio Manager at Congress Asset Management, a company specializing in Other Financial Investment Activities.

Where Brian Cunningham Cfa graduated from?

Brian Cunningham Cfa holds a degree in from Providence College School of Business.

How can I directly contact Brian Cunningham Cfa?

To contact Brian Cunningham Cfa directly, you can use the email address ***********@congressasset.com. Complete contact information is available upon registration with Muraena.

Who is Brian Cunningham Cfa?

Brian Cunningham is a seasoned finance professional with extensive experience in asset management and client portfolio management. He currently serves as Vice President and Regional Director at Congress Asset Management, where he plays a pivotal role in overseeing client relationships and investment strategies. With a strong academic background in finance from Providence College, Brian has honed his skills through various roles, including Regional Marketing Associate at Putnam Investments and Research Assistant at Providence College. His career is marked by a commitment to client success and a deep understanding of financial markets. Brian's leadership in the financial services sector reflects his ability to navigate complex investment landscapes and drive organizational growth. He is passionate about fostering strong client partnerships and leveraging innovative financial solutions. Outside of his professional endeavors, Brian is likely to engage in activities that enhance his industry knowledge and contribute to community development.

Brian`s contact details

mail

***********@congressasset.com

Colleagues

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Noel Blair

Vice President, Portfolio Manager

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Brian Guild

Vice President - Portfolio Manager

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Greg Fulginite

VP-Regional Director

Nancy Huynh

Senior Vice President

Bob Joey

President

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Dan Lagan

Chief Executive Officer

Dorene Anderson

Vice President Client Service

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John Fitzgerald Cfa

VP, Portfolio Manager

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Huston Stewart

Vice President - Southeast Regional Director

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Chris Lagan

President

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