BRIAN T. GUILD, MBA

Brian T. Guild          Born: 1977

     Education

• Bentley University; B.S., Economics-Finance; 2000

• Northeastern University; M.B.A., Business; 2011

Mr. Guild graduated from Bentley University in 2000.  Bentley University's curriculum provides students with many options for shaping an academic program that fits their unique skills, interests, and goals. Students must complete 122 credit hours of course work to graduate while maintaining a minimum 2.0 grade point average. In 2011 he completed his MBA from Northeastern University.  Northeastern’s curriculum emphasizes problem solving, team work, project management, communication, quantitative analysis, and essential management skills. Students must earn 60 semester hours of credit to graduate.

     Business Experience

• Congress Asset Management; Research Analyst; from 05/2008 to Present

• Congress Asset Management; Fixed Income Trader; from 11/2001 to 05/2008

• Congress Asset Management; Portfolio Accountant; from 08/2000 to 11/2001

Mr. Guild began his career in 2000 as a portfolio accountant with Congress Asset Management. From 2001 to 2008 he was a fixed income trader responsible for obtaining best execution for fixed income trades. He made weekly presentations to the investment team on market and economic trends and events.  Since 2008 he has worked as a research analyst in the fixed income department.  In this role he provided company, industry, and market information to the investment team to assist them in their decision making.  He develops analytical, quantitative, and relative valuation models. He is a member of the fixed income and all-cap opportunity investment policy committees.

Brian T. Guild is not engaged in any other investment-related activities.  He does not receive commissions, bonuses or other compensation on the sale of securities or other investment products. He is not engaged in any other business or occupation that provides substantial compensation or involves a substantial amount of his time.  He does not receive any economic benefit from a non-advisory client for the provision of advisory services.

Brian T. Guild has no reportable disciplinary history.  He is supervised by Jeffrey R. Porter who is the director of fixed income. He analyzes fixed income and equity securities and portfolios in order to make investment recommendations to the investment policy committees which oversee security selection at the firm.

Supervisor: Jeffrey R. Porter 

Title: Executive Vice President and Director of Fixed Income 

Phone Number: 617-737-1566