Congress Asset Management - Investment Professionals

Mr. Lagan founded Congress Asset Management Company in 1985 and is Chairman of the firm. Mr. Lagan is a member of the Investment Oversight Committee and Large Cap Committee and Chair of the Fixed Income Committee. Mr. Lagan also is Vice Chairman of the Board of Directors of Congress Trust, N.A. Prior to starting Congress, Mr. Lagan held senior investment positions at several financial services firms. Most recently he was Senior Vice President, Senior Portfolio Manager, and director of several investment subsidiaries of the Putnam Companies. Mr. Lagan is a CFA charterholder and a member of the Boston Security Analysts Society and the Boston Economics Club. He has an MBA from New York University with distinction and a BA from Iona College.

Mr. Lagan is a member of the Management Committee and Chief Investment Officer. Mr. Lagan is Chair of the Investment Oversight Committee, the Large Cap Committee and the Corporate Recovery Committee and a member of the Multi Cap Committee. He is also Executive Vice President and Trust Officer of Congress Trust, N.A. Mr. Lagan manages portfolios for institutional and private clients. Prior to joining the firm in 1989, Mr. Lagan was an auditor with Price Waterhouse. Mr. Lagan is a CFA charterholder and a member of the Boston Security Analysts Society and is currently the Treasurer of the Nativity Miguel Network of Schools. He has an MBA from Boston College and a BS from St. Michael’s College.

Mr. Ward is a member of the Management Committee and Chief Compliance Officer of the firm. He is also a member of the Large Cap Committee and Fixed Income Committee. Mr. Ward is Chairman and Cashier of Congress Trust, N.A. Mr. Ward manages portfolios for institutional and private clients and oversees the firm’s socially responsible portfolios. Prior to joining the firm in 1989, Mr. Ward held the positions of Senior Vice President and Senior Portfolio Manager at Putnam Advisory Company. Mr. Ward is a CFA charterholder and a member of the Boston Economics Club. Mr. Ward has a BS from Ohio State University.

Mr. O’Keefe is a member of the Management Committee, the Investment Oversight Committee and the Large Cap Committee and is Chair of the Mid Cap Committee. Mr. O’Keefe manages portfolios for institutional and private clients. Prior to joining the firm in 1986, Mr. O’Keefe was an analyst at Trustees and Investors Company. Mr. O’Keefe is a CFA charterholder and a member of the Boston Security Analysts Society and the Boston Economics Club. He has an MBA from Boston College and a BS from Boston University.

Mr. Lagan is a member of the Management Committee, the Investment Oversight Committee and Chair of the Private Equity Committee. Mr. Lagan manages portfolios for institutional and private clients and heads the firm’s private equity investment activity. In such capacity he oversees sourcing, diligence, and commitments to the private equity allocations of several of Congress’ institutional clients. Mr. Lagan sits on the advisory boards of several private equity funds including Westport Senior Living Fund, L.P., Paladin Capital Partners Fund and Paladin Homeland Security Fund, and GESD Investors, L.P. During his tenure at the firm, he was an equity research analyst and assisted in the management of institutional and private clients. Prior to joining the firm in 1993, Mr. Lagan was a purchasing agent for a local computer firm. Mr. Lagan is a CFA charterholder as well as a member of the Boston Securities Analysts Society (BSAS) and is an instructor in the BSAS CFA Review Program. Mr. Lagan has an MBA from Boston University and a BS from St. Michael’s College.

Mr. Barricelli is a member of the Private Equity committee and a member of research team. Mr. Barricelli is responsible for conducting due diligence on private equity limited partnerships, and the day to day operations of the private equity strategy. He is also responsible for performance analysis and compliance with GIPS standards for all of the firm’s investment strategies. Prior to joining the firm in 2004, Mr. Barricelli was an Assistant Portfolio Manager at Enterprise Investments in Beverly Farms, MA. Mr. Barricelli is a CFA charterholder as well as a member of the Boston Securities Analysts Society (BSAS). Mr. Barricelli has an MBA from Boston College and a BA in Economics from Bates College.

Mr. Beaver is a member of the Investment Oversight Committee, Corporate Recovery Committee and the Fixed Income Committee. Mr. Beaver manages fixed income portfolios for institutional and private clients. Prior to joining the firm in 2002, Mr. Beaver was a Quantitative Research Associate in the Fixed Income Department at Massachusetts Financial Services of Boston. Previously, he was a Competitive Performance Analyst at Fidelity Management & Research Company. Mr. Beaver is a CFA charterholder and a member of the Boston Security Analysts Society. He has an MBA from Babson College and a BA from Colby College.

Mr. Blair is an equity analyst and member of the Mid Cap Committee. Mr. Blair began his career at Congress in 2001 and has worked throughout the firm. Mr. Blair is a CFA charterholder and a member of the Boston Security Analysts Society and attended Cornell University.

Ms. Elie is a member of the Large Cap Committee, Multi Cap Committee and Private Equity Committee. Ms. Elie is also a Trust Officer and Staff Trust Committee member of Congress Trust, N.A. Ms. Elie manages portfolios for institutional and private clients. Prior to joining the firm in 1999, Ms. Elie was a financial analyst at a brokerage firm in Montreal. Ms. Elie is a CFA charterholder and a member of the Boston Security Analysts Society, the CFA Institute, and the Montreal CFA Society. Ms. Elie has an MBA from Northeastern University and a BA in finance from Ecole des Hautes Etudes Commerciales (HEC) in Montreal.

Mr. Fitzgerald is a member of the Mid Cap Committee and Private Equity Committee. Mr. Fitzgerald is also a Trust Officer and Staff Trust Committee member of Congress Trust, N.A. Mr. Fitzgerald manages portfolios for institutional and private clients. Before joining Congress, Mr. Fitzgerald was a principal and financial advisor at MG Financial, a financial consulting firm in Boston. Previously, he was a Senior Financial Analyst and Assistant VP at Gannett, Welsh & Kotler Inc. Before joining Gannett, Welsh & Kotler, he was an analyst at Wellington Management Company L.L.C. where he assisted in the managing of institutional client relations. Mr. Fitzgerald is a CFA charterholder and a member of the Boston Security Analysts Society and the CFA Institute. He received his MBA from Suffolk University and his BBA in Finance from University of Massachusetts at Amherst.

Mr. Gullapalli is an equity analyst and member of the research team. He also works as a System Engineer in managing the firm’s IT infrastructure. Mr. Gullapalli began his career at Congress in 2005 and has worked through out the firm. Mr. Gullapalli is a CFA level II candidate and received his MS in Software Engineering from the University of Saint Thomas, Saint Paul, MN.

Ms. Huynh is an equity analyst and a member of the Large Cap Committee. Prior to joining the firm in 1998, Ms. Huynh worked in the Domestic Accounting Department at FleetBoston. Ms. Huynh has a BA from Colby College and her Masters of Liberal Arts in Management from Harvard University.

Mr. Lagan is an equity analyst and a member of the Multi Cap Committee and Corporate Recovery Committee. Prior to joining the firm in 2003, Mr. Lagan was in both the telecommunication and software industries as a technical recruiter. Mr. Lagan is a CFA charterholder and a member of the Boston Security Analysts Society and the CFA Institute. Mr. Lagan received his MBA from Michael Smurfit Graduate School of Business in Dublin, Ireland and his BS from Bridgewater State College.

Mr. Leahy is an equity analyst and a member of the research team. Mr. Leahy began his career with Congress in 2002 and has worked throughout the firm in operations, trading and as a portfolio administrator. Mr. Leahy is a Level III candidate in the CFA program and a member of the Boston Security Analysts Society. He received his BS from the University of Vermont and is currently pursing his MBA at Boston College.

Ms. Moore is a member of the Large Cap Committee and a Trust Officer and member of the Staff Trust Committee for Congress Trust, N.A. She manages portfolios for institutional and private clients. Prior to joining the firm in 2000, Ms. Moore was a Senior Portfolio Manager for the Boston Company. She is a CFA charterholder and a member of the Boston Security Analysts Society. Ms. Moore has an MBA from Simmons College Graduate School of Management and a BS from Boston University. She also is a graduate of the trust program at The New England School of Banking.

Mr. Murphy is a member of the Investment Oversight Committee, Large Cap committee, Multi Cap Committee and Corporate Recovery Committee. Mr. Murphy is also a Trust Officer and member of the Staff Trust Committee for Congress Trust, N.A. Mr. Murphy manages portfolios for institutional and private clients. Prior to joining the firm in 1996, Mr. Murphy was a portfolio manager and security analyst for two large financial institutions. Mr. Murphy is a CFA charterholder and a member of the Boston Security Analysts Society and Boston Economics Club. Mr. Murphy has a Ph.D. from Purdue University and a BA from Bowdoin College.

Ms. Noyes is a member of the Mid Cap Committee and manages portfolios for institutional and private clients. She joined the firm in 1996 as an equity analyst where she followed multiple industries. Her previous experience included being a securities analyst for The New England Mutual Life and a sovereign credit analyst for Fidelity. Ms. Noyes is a CFA charterholder and a member of the Boston Security Analysts Society. She has an MBA from Northeastern University and a BS from Castleton State College

Mr. O’Reilly is a member of the Investment Oversight Committee, Large Cap Committee and Mid Cap Committee and Chair of the Multi Cap Committee. Mr. O’Reilly oversees and directs the firm’s sub-advisory wrap business and manages portfolios for institutional and private clients. Before joining Congress, Mr. O’Reilly was a senior portfolio manager at Mellon Private Asset Management. Previously, he spent nine years with State Street Bank working with large institutional accounts. He earned his bachelors degree from Providence College, a certificate for employee benefit plans from the Institute of Employee Benefit Training and his MBA from Bryant College with a concentration in Finance. Mr. O’Reilly is a CFA charterholder and a member of the CFA Institute as well as the Boston Securities Analysts Society (BSAS). Mr. O’Reilly is a member of the BSAS Board of Directors and is an instructor in the BSAS CFA Review Program.

Mr. Solomon is Director of Research and a member of the Investment Oversight Committee, Large Cap Committee and Multi Cap Committee. Mr. Solomon also manages portfolios for institutional and private clients. Before joining Congress, Mr. Solomon was a portfolio manager and equity research analyst at United States Trust Company of Boston. Previously, he was a sector research specialist at Fidelity Management & Research. Mr. Solomon is a CFA charterholder and a member of the Boston Security Analysts Society and the CFA Institute. He received his MBA with concentrations in Finance and Economics from the Leonard N. Stern School of Business at New York University and his BS from Georgetown University.

Mr. Tumbry is an equity analyst and member of the research team. He is also responsible for request for proposals, data reporting, and performance and attribution analysis along with assisting in the due diligence for our private equity strategy. Mr. Tumbry began his career at Congress in 2001 and has worked throughout the firm. Mr. Tumbry is a CFA charterholder and a member of the Boston Security Analysts Society and he has an BS in Finance from The University at Albany.