Department Contacts
Anne Steer
Head of Distribution
Direct line: 617-428-4307
Email: asteer@congressasset.com
Matthew Leahy, CFA
Consultant Relations & Institutional Sales
Direct line: 617-428-4323
Email: mleahy@congressasset.com
Marc Pezzuto
Director of Operations
Direct line: 617-428-4377
Email: mpezzuto@congressasset.com
Garrett Callahan
Client Service Associate
Direct line: 617-428-4340
Email: gcallahan@congressasset.com
Sales Contacts
West Coast / South West
Mid West & S. Florida
Alli Lovell - Regional Director
CA, WA, OR, NV, AK
(p) 510.619.6266
(e) alovell@congressasset.com
Steve Horton - Senior Regional Consultant
(p) 617.428.4316
(e) shorton@congressasset.com
Dave Onan - Senior Regional Director
ND, SD, MN, IA, IN, WI, MO, IL, KS, MI, OH, S. Florida
(p) 612.210.8109
(e) donan@congressasset.com
Ralph Barisano - Regional Consultant
(p) 617.428.4368
(e) rbarisano@congressasset.com
Southeast
New York / Mid Atlantic
Huston Stewart - Regional Director
AL, VA, NC, SC, WV, GA, KY, TN, MS, LA, N. Florida
(p) 646.734.5535
(e) hstewart@congressasset.com
Kelly Krueger - Regional Consultant
(p) 617.428.4385
(e) kkrueger@congressasset.com
Brad Lange - Regional Director
NJ, DE, MD, DC, NYC Metro area
(p) 631.923.5052
(e) blange@congressasset.com
Kelly Krueger - Regional Consultant
(p) 617.428.4385
(e) kkrueger@congressasset.com
Northeast
Rocky Mountains
Greg Fulginite - Regional Director
ME, NH, VT, MA, RI, CT, PA, Upstate NY
(p) 617.910.6956
(e) gfulginite@congressasset.com
Ralph Barisano - Regional Consultant
(p) 617.428.4368
(e) rbarisano@congressasset.com
Brian Cunningham, CFA - Regional Director
CO, UT, ID, MT, NE, WY, AZ, NM
(p) 617.428.4305
(e) bcunningham@congressasset.com
Kelly Krueger - Regional Consultant
(p) 617.428.4385
(e) kkrueger@congressasset.com
South Central
Hawaii
Steve Horton - Senior Regional Consultant
TX, AR, OK
(p) 617.428.4316
(e) shorton@congressasset.com
Matthew Leahy, CFA - Consultant Relations & Institutional Sales
HI
(p) 617.428.4323
(e) mleahy@congressasset.com
National Accounts
Vadim Levin, CAIA
Head of National Accounts
(p) 617.428.4383
(c) 781.929.4701
(e) vlevin@congressasset.com
Tony Pacheco, CIMA, CETF
Vice President | National Accounts
(c) 774.239.8757
(e) tpacheco@congressasset.com
Congress Asset Management
2 Seaport Lane, 5th Floor
Boston, MA 02210
p.800.234.4516 (Sales Desk)
p.800.542.7888 (Main Number)
Office Location
Our offices are located within the Seaport World Trade Center complex in the heart of Boston's revitalized Seaport District. Our building - World Trade Center East - has received awards from the US Green Building Council for its low demand on energy and resources, as well as its sustainable design features intended to provide a uniquely healthy environment for employees and visitors.
Congress Asset Management
2 Seaport Lane, 5th Floor
Boston, MA 02210
617.428.4300