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John Fitzgerald Cfa

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John Fitzgerald Cfa

VP, Portfolio Manager | Congress Asset Management

Newton, Massachusetts, United States

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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.

General

Specialist

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Leadership Development

Organisational experience

Corporate Experience

John Fitzgerald Cfa

Work Experience

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VP, Portfolio Manager at

Congress Asset Management

June 2001 - Present

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Principal at

Mg Financial

September 1996 - June 2001

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Vice President at

Gannett Welsh And Kotler Investment Management

April 1994 - September 1996

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Assistant Vice President at

Wellington Management

March 1989 - April 1994

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Financial Analyst at

Putnam Investor Services Inc

September 1986 - October 1988

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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

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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Huston Stewart

Vice President - Southeast Regional Director

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Brian Cunningham Cfa

Vice President, Client Portfolio Manager

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Chris Lagan

President

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