Chief Executive Officer and Chief Investment Officer · Congress Asset Management Company, LLP
Daniel A. Lagan
CRD 2236297 · Named on Form ADV at one SEC-registered adviser
At a glance
Congress Asset Management Company, LLP, an SEC-registered asset manager based in Boston, MA with $14.2 billion in regulatory assets, lists Daniel A. Lagan on its Form ADV as Chief Executive Officer and Chief Investment Officer, a control person.
Firms and roles
- Congress Asset Management Company, LLPChief Executive Officer and Chief Investment OfficerAsset manager · Boston, MA · $14B in regulatory assets
AtlasMembers
Daniel’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings
- Christopher M. LaganPresident, Congress Asset Management Company, LLP
- Matthew T. LaganVice President & Portfolio Manager, Congress Asset Management Company, LLP
- James A. FricanoChief Compliance Officer, Congress Asset Management Company, LLP
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Daniel’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.