Congress Asset Management - Management Committee

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. Hogan is a member of the Management Committee and assists in operations, trading, systems and administration. Prior to joining the firm in 2002, Mr. Hogan held senior operations and technology positions in the financial industry. Recently, he was a senior consultant with Blue Cod Technologies, a financial technology consulting company. Prior to that he held Chief Information Officer positions with the Covenant Group, Allmerica Financial and the Hanover Insurance Company. Mr. Hogan has a BA in Economics from Clark University and graduated from the University of Chicago – Executive Management Program.