Dan Lagan

Chief Executive Officer at

Congress Asset Management Co. LLP

62 year

53 connections

Consumer Services

Finance

Commercial Services

Profile

Mr. Daniel A. Lagan, CFA MBA, is a Chief Executive Officer & Chief Investment Officer at Congress Asset Management Co. LLP.
Mr. Lagan joined Congress Asset Management in 1989.
He has been the firm’s Chief Investment Officer since 2005 and Chief Executive Officer since 2013.
He chairs the Investment Oversight Committee and is Vice Chair of the Large Cap Growth and SMid Growth Investment Committees.
Prior to being named CEO he held the President position for 17 years.
Mr. Lagan was previously employed as a Staff Auditor by PricewaterhouseCoopers LLP.
He received his undergraduate degree from the University of St. Michael's College and an MBA from Boston College.
He is a CFA charterholder and a member of the CFA Society Boston and the CFA Institute.

Dan Lagan active positions

Companies	Position	Start
Congress Asset Management Co. LLP Congress Asset Management Co. LLP Investment ManagersFinance Congress Asset is a boutique asset manager focused on high quality equity and fixed income investing with a specialty in growth equities. The firm constructs high quality, high conviction, and high active share portfolios managed through a risk lens. They accomplish this through a disciplined, low turnover approach which emphasizes growth, profitability, franchise, and valuation. Congress Asset seeks to invest in companies with positive earnings growth, strong revenues, positive free cash flow, and sustainable margins, who demonstrate prudent use of leverage with shareholder conscious management teams. Their investment philosophy is to evaluate potential return per unit of risk using fundamental and relative valuations that employ a combination of top down and bottom-up techniques to deliver a consistent pattern of relative returns with minimal periods of underperformance.	Chief Executive Officer	01/01/2013

All active positions of Dan Lagan

Former positions of Dan Lagan

Companies	Position	End
PricewaterhouseCoopers LLP PricewaterhouseCoopers LLP Miscellaneous Commercial ServicesCommercial Services Provides auditing, assurance, tax and business consulting services	Corporate Officer/Principal	01/04/1989

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Private companies	4
Congress Asset Management Co. LLP Congress Asset Management Co. LLP Investment ManagersFinance Congress Asset is a boutique asset manager focused on high quality equity and fixed income investing with a specialty in growth equities. The firm constructs high quality, high conviction, and high active share portfolios managed through a risk lens. They accomplish this through a disciplined, low turnover approach which emphasizes growth, profitability, franchise, and valuation. Congress Asset seeks to invest in companies with positive earnings growth, strong revenues, positive free cash flow, and sustainable margins, who demonstrate prudent use of leverage with shareholder conscious management teams. Their investment philosophy is to evaluate potential return per unit of risk using fundamental and relative valuations that employ a combination of top down and bottom-up techniques to deliver a consistent pattern of relative returns with minimal periods of underperformance.	Finance
PricewaterhouseCoopers LLP PricewaterhouseCoopers LLP Miscellaneous Commercial ServicesCommercial Services Provides auditing, assurance, tax and business consulting services	Commercial Services
Boston College Boston College Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
University of St. Michael's College University of St. Michael's College Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services

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