Congress Asset Management - Management Committee

Mr. Amerson is responsible for business development and client relations within the brokerage community. Prior to joining the firm in 2004, Mr. Amerson was a Regional Vice President of Overture Asset Managers and a Regional Marketing Specialist with INVESCO. Mr. Amerson has also worked as both a financial advisor and as an ICS Regional Assistant while at Morgan Stanley. Mr. Amerson is a CFP and received his BS from Presbyterian College in Clinton, South Carolina.

Ms. Anderson is responsible for client service for the firm. Prior to joining Congress in October, 2007, Ms. Anderson held a similar role at Frontier Capital Management for over 10 years where she was responsible for all high-net worth relationships, as well as marketing and new business. Ms. Anderson has also worked for Evergreen Investments as an Investment Associate. Ms. Anderson received her Master’s Degree in Business from Suffolk University and her bachelor’s degree in Psychology from Roger Williams University. Additionally, Ms. Anderson completed the Boston’s Emerging Leaders program and is currently a member of the ELP program at the University of Massachusetts. Ms. Anderson has also been involved as a volunteer for Big Brother/Big Sister and Habitat for Humanity.

Mr. Boyce is responsible for business development and client relations within the brokerage community. Mr. Boyce joined the firm in 2001 working within the operations department and subsequently moved over to be the internal sales associate for the sales and marketing team in 2003. Mr. Boyce received his BA from Assumption College.

Mr. Cross is responsible for business development and client relations within the brokerage community. Prior to joining the firm in 2000, Mr. Cross was the Regional Vice President of Sales for Boston Capital Partners. Mr. Cross was also the manager of the Barry Murphy & Company, a Boston based brokerage firm. Mr. Cross has a BA in Finance from Boston College.

Mr. Daly is responsible for business development and client relations within the brokerage community. Mr. Daly joined the firm in 2000 as the Marketing Associate supporting the external marketing team and our brokerage partners. Mr. Daly was formerly with Liberty Financial Companies as a Regional Marketing Consultant. Mr. Daly has a BA from St. Michael’s College.

Mr. Deeley is responsible for business development and client relations for institutional and private accounts. He is also Senior Vice President and Secretary of the Board of Directors and member of the Staff Trust Committee of Congress Trust, N.A. Prior to joining the firm in 1997, Mr. Deeley held senior executive positions in accounting, finance and investments for various organizations including: Vistech Corporation, a consulting group providing strategy development and financial advisory services to corporations worldwide, and Director of Finance for the Archdiocese of Boston, where he was responsible for business operations and oversight of the pension, insurance, health benefit and endowment funds. Mr. Deeley has an MBA from Syracuse University and a BS from Boston College

Mr. Driscoll is responsible for business development and client relations within the brokerage community. Prior to joining the firm in 2001, Mr. Driscoll was the Regional Vice President of Boston Capital Partners. Prior to becoming Regional Vice President at Boston Capital, Mr. Driscoll worked as both an Internal Sales Representative and Internal Sales Desk Manager. Mr. Driscoll was also employed at Paul Revere Insurance in Worcester, MA. Mr. Driscoll has his BS from Bryant College.

Mr. Durkin is the Director of Operations for Congress Asset Management. He is responsible for all aspects of investment operations including equity trading, trade settlements, portfolio accounting and information technology. Prior to joining Congress Asset Management, Mr. Durkin was Director of Operations at Cadence Capital Management, where he was responsible for corporate finance and accounting, investment operations, and information technology. Before that, Mr. Durkin held operations management roles with Fidelity Investments and Putnam Investments. Mr. Durkin graduated from the University of Massachusetts at Amherst in 1989 with a degree in Economics.

Mr. Gelly leads our institutional business development team and is responsible for the firms initiatives in the institutional marketplace. Prior to joining the firm in 2008, Mr. Gelly held a similar position at SEI Investments for over 9 years as well as served as Director of US Business Sales for Gateway Inc. out of San Diego. Mr. Gelly received his MBA from Suffolk University and his BS in Business Administration from the University of Massachusetts

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.

Mr. King is responsible for business development and client relations for institutional accounts. Prior to joining the firm in 1992, Mr. King was responsible for client service and marketing for a leading New York investment advisory firm. Mr. King also was an Associate for Quan-Vest Consultants and worked for Salomon Brothers in bond operations. He is a Petty Officer in the United States Coast Guard Reserve, a board member on the New Jersey Council on Affordable Housing, and is also a member of the Siena College Alumni Rugby Scholarship Committee. Mr. King has a BS from Siena College.

Mr. Reardon is responsible for institutional business development and relations within the investment consultant community. Prior to joining the firm in 2008, Mr. Reardon was the Senior Client Service Officer for the Mass Pension Reserves Investment Management Board (PRIM) overseeing $52 billion in client and consultant relationships. Prior to 2003, Mr. Reardon co-founded start-ups North East Brewing Company and PAR Ventures, LLC. serving as controller and CFO. From 1989-1996 he spent four years as an equity analyst/head trader for large cap value manager Hagler, Mastrovita & Hewitt, Inc. and four years at State Street Bank in custody and performance analytics. Mr. Reardon has an MS in Finance from Boston College and a B.S. in Business Administration from the University of Vermont.

Ms. Sadwick is responsible for third party distribution, marketing, communications and public relations for the firm. Ms. Sadwick is also responsible for business development and client relations within the brokerage community. Prior to joining the firm in 1998, Ms. Sadwick held various marketing positions within the financial services industry for over 10 years, most recently as Product Manager for Cadaret, Grant & Co., a regional broker/dealer. Ms. Sadwick was also Operations Associate for Josephthal & Company. Ms. Sadwick has an AS in business from Bristol College.