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Vice President & Portfolio Manager · Congress Asset Management Company, LLP

Matthew T. Lagan

CRD 4345233 · 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 Matthew T. Lagan on its Form ADV as Vice President & Portfolio Manager, a control person.

Firms and roles

AtlasMembers

Matthew’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
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Christopher M. LaganPresident, Congress Asset Management Company, LLP
  • Daniel A. LaganChief Executive Officer and Chief Investment Officer, 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 Matthew’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.