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Dan Lagan
Vorstandsvorsitzender bei Congress Asset Management Co. LLP
Aktive Positionen von Dan Lagan
Unternehmen | Position | Beginn | Ende |
---|---|---|---|
Congress Asset Management Co. LLP
![]() Congress Asset Management Co. LLP Investment ManagersFinance Congress Asset Management Co. LLP (Congress Asset) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded by Alfred Lagan in 1985 and is majority owned by the Lagan Holding Company Trust. Congress Asset provides discretionary and model portfolio investment management services to individual and institutional clients who include charitable organizations, pension and profit-sharing plans, including plans subject to the Taft-Hartley Act and the Employee Retirement and Income Security Act (ERISA), state and municipal government entities, corporations, taxable and tax-exempt institutions, high net worth individuals and commingled investment vehicles such as mutual funds. | Vorstandsvorsitzender | 01.01.2013 | - |
Chief Investment Officer | 01.01.2005 | - | |
Mitglied des Investmentausschusses | 01.01.1989 | - | |
Portfolio Manager-Aktien | 01.01.2005 | - | |
Präsident | 01.01.1989 | - |
Karriereverlauf von Dan Lagan
Ehemalige bekannte Positionen von Dan Lagan
Unternehmen | Position | Beginn | Ende |
---|---|---|---|
PricewaterhouseCoopers LLP
![]() PricewaterhouseCoopers LLP Miscellaneous Commercial ServicesCommercial Services PricewaterhouseCoopers LLC provides assurance, tax and advisory services. Its services include audit and assurance, consulting, deals, human resources, legal, tax, and family business. The firm also offers accountability, risk management, structuring, mergers and acquisitions, and performance and process improvement. The company was founded in 1998 and is headquartered in Buffalo, NY. | Corporate Officer/Principal | 01.04.1989 | 01.04.1989 |
Ausbildung von Dan Lagan
Boston College | Masters Business Admin |
University of St. Michael's College | Undergraduate Degree |
Statistik
International
Vereinigte Staaten | 4 |
Kanada | 2 |
Operativ
Chief Executive Officer | 1 |
Chief Investment Officer | 1 |
Investment Committee Member | 1 |
Sektoral
Consumer Services | 3 |
Finance | 2 |
Commercial Services | 2 |
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
Private Unternehmen | 2 |
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Congress Asset Management Co. LLP
![]() Congress Asset Management Co. LLP Investment ManagersFinance Congress Asset Management Co. LLP (Congress Asset) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded by Alfred Lagan in 1985 and is majority owned by the Lagan Holding Company Trust. Congress Asset provides discretionary and model portfolio investment management services to individual and institutional clients who include charitable organizations, pension and profit-sharing plans, including plans subject to the Taft-Hartley Act and the Employee Retirement and Income Security Act (ERISA), state and municipal government entities, corporations, taxable and tax-exempt institutions, high net worth individuals and commingled investment vehicles such as mutual funds. | Finance |
PricewaterhouseCoopers LLP
![]() PricewaterhouseCoopers LLP Miscellaneous Commercial ServicesCommercial Services PricewaterhouseCoopers LLC provides assurance, tax and advisory services. Its services include audit and assurance, consulting, deals, human resources, legal, tax, and family business. The firm also offers accountability, risk management, structuring, mergers and acquisitions, and performance and process improvement. The company was founded in 1998 and is headquartered in Buffalo, NY. | Commercial Services |