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Lawrence Asa Ward
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Profil
Mr. Lawrence A.
Ward, CFA, is Executive Vice President & Chief Compliance Officer at Congress Asset Management Co. LLP.
Prior to joining Congress Asset Management in June 1989, Mr. Ward was a Senior Portfolio Manager and member of the Investment Policy Committee a Putnam Advisory Company.
He was Assistant Treasurer at Montgomery Ward & Co., Inc from September 1966 to September 1980.
He has over 47 years experience in the investment industry.
Mr. Ward received his BS in Finance from Ohio State University in 1957.
He also holds CFA designation.
Ehemalige bekannte Positionen von Lawrence Asa Ward
Unternehmen | Position | Ende |
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Putnam Investment Management LLC
![]() Putnam Investment Management LLC Investment ManagersFinance Putnam Investment Management LLC (PIM) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. Founded in 1971, the firm is a wholly-owned subsidiary of Putnam US Holdings I LLC and became an indirect, wholly-owned subsidiary of Franklin Resources, Inc. (NYSE: BEN) in 2024. PIM provides investment advice across all asset classes to individuals and institutions worldwide through separately managed accounts and pooled investment funds. | Portfolio Manager-Aktien | 31.10.1987 |
Montgomery Ward & Co., Inc.
![]() Montgomery Ward & Co., Inc. Department StoresRetail Trade Montgomery Ward & Co., Inc. operated retail department stores. The company provided different types of products in different parts of United States. It had approximately 29 departmental stores in US. The company was headquartered in Chicago, IL. | Corporate Officer/Principal | 01.09.1980 |
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. | Compliance Officer | - |
Ausbildung von Lawrence Asa Ward
The Ohio State University | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
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Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
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Herr
Frau
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Unternehmensverbindungen
Private Unternehmen | 3 |
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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 |
Putnam Investment Management LLC
![]() Putnam Investment Management LLC Investment ManagersFinance Putnam Investment Management LLC (PIM) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. Founded in 1971, the firm is a wholly-owned subsidiary of Putnam US Holdings I LLC and became an indirect, wholly-owned subsidiary of Franklin Resources, Inc. (NYSE: BEN) in 2024. PIM provides investment advice across all asset classes to individuals and institutions worldwide through separately managed accounts and pooled investment funds. | Finance |
Montgomery Ward & Co., Inc.
![]() Montgomery Ward & Co., Inc. Department StoresRetail Trade Montgomery Ward & Co., Inc. operated retail department stores. The company provided different types of products in different parts of United States. It had approximately 29 departmental stores in US. The company was headquartered in Chicago, IL. | Retail Trade |