Daniel Anthony Lagan

Employer firm

Congress Asset Management Company, LLP CRD 105161

$14.2B regulatory AUM 25 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/1999 → Present
  Congress Asset Management
  Boston, MA

Other Businesses

DIRECTOR OF CONGRESS WEALTH MANAGEMENT, AN INVESTMENT RELATED BUSINESS PROVIDING WEALTH INVESTMENT ADVISORY SERVICES LOCATED AT 250 NORTHERN AVENUE, SUITE 310, BOSTON, MA 02210 SINCE 03/2009. IN HIS ROLE AS DIRECTOR HE SPENDS LITTLE OR NO TIME DURING SECURITIES TRADING HOURS. DIRECTORS MEET PERIODICALLY AND SET THE FIRM'S STRATEGIC DIRECTION.

Exams

• S65 Uniform Investment Adviser Law Examination
  1992-04-23

Designations

• Chartered Financial Analyst

Other Names

• Daniel Lagan