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John Fitzgerald Cfa
John Fitzgerald Cfa
VP, Portfolio Manager | Congress Asset Management
Newton, Massachusetts, United States
John Fitzgerald Cfa
Summary
John Fitzgerald is a seasoned financial professional with over three decades of experience in asset management. Currently serving as the VP at Congress Asset Management, he specializes in managing investment portfolios for high net worth individuals and institutions. His expertise encompasses asset allocation, equities, and portfolio management, making him a key player in the financial advisory landscape. John has a strong educational background, holding an MBA in Finance from Suffolk University and a Bachelor's degree from the University of Massachusetts. With a history of leadership positions at notable firms, he is well-versed in both corporate and individual financial advising. John is committed to delivering customized financial solutions that cater to the unique needs of his clients, showcasing his dedication to excellence in wealth management. He is also known for his analytical skills in stock selection, particularly within Small Cap and All Cap strategies. Outside of work, he is likely to be interested in the evolving trends in financial technology and sustainable investment practices.
John Fitzgerald Cfa
Work Experience
VP, Portfolio Manager at
Congress Asset Management
June 2001 - Present
Principal at
Mg Financial
September 1996 - June 2001
Vice President at
Gannett Welsh And Kotler Investment Management
April 1994 - September 1996
Assistant Vice President at
Wellington Management
March 1989 - April 1994
Financial Analyst at
Putnam Investor Services Inc
September 1986 - October 1988
John Fitzgerald Cfa
Education
Suffolk University - Sawyer Business School, Mba
January 1989 - January 1991
University of Massachusetts Amherst, Bachelor’s Degree
January 1982 - January 1986
Frequently Asked Questions about John Fitzgerald Cfa
What is John Fitzgerald Cfa email address?
John Fitzgerald 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 John Fitzgerald Cfa work for?
John Fitzgerald Cfa is a VP, Portfolio Manager at Congress Asset Management, a company specializing in Other Financial Investment Activities.
Where John Fitzgerald Cfa graduated from?
John Fitzgerald Cfa holds a degree in Finance from Suffolk University - Sawyer Business School.
How can I directly contact John Fitzgerald Cfa?
To contact John Fitzgerald Cfa directly, you can use the email address ***********@congressasset.com. Complete contact information is available upon registration with Muraena.
Who is John Fitzgerald Cfa?
John Fitzgerald is a seasoned financial professional with over three decades of experience in asset management. Currently serving as the VP at Congress Asset Management, he specializes in managing investment portfolios for high net worth individuals and institutions. His expertise encompasses asset allocation, equities, and portfolio management, making him a key player in the financial advisory landscape. John has a strong educational background, holding an MBA in Finance from Suffolk University and a Bachelor's degree from the University of Massachusetts. With a history of leadership positions at notable firms, he is well-versed in both corporate and individual financial advising. John is committed to delivering customized financial solutions that cater to the unique needs of his clients, showcasing his dedication to excellence in wealth management. He is also known for his analytical skills in stock selection, particularly within Small Cap and All Cap strategies. Outside of work, he is likely to be interested in the evolving trends in financial technology and sustainable investment practices.
John`s contact details
***********@congressasset.com
Colleagues
Vice President, Portfolio Manager
Vice President - Portfolio Manager
VP-Regional Director
Senior Vice President
President
Chief Executive Officer
Vice President Client Service
Vice President - Southeast Regional Director
Vice President, Client Portfolio Manager
President