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Brian Cunningham

Brian Cunningham

Vice President, Client Portfolio Manager at Congress Asset Management Co. /ma

Boston, MA , United States

About

Brian Cunningham serves as Vice President and Client Portfolio Manager at Congress Asset Management in Boston, MA, where he specializes in managing client portfolios and delivering investment solutions focused on the firm's Mid Cap Growth Equity strategy. In this role, he is responsible for communicating investment philosophy, performance, and portfolio positioning directly to clients and consultants, with a focus on public equity markets, particularly mid-cap growth stocks.

Since joining Congress Asset Management in 2017, Brian has held progressively senior roles including Regional Consultant and Regional Director before transitioning to the investment team as Client Portfolio Manager in 2023. His investment focus centers on diversified U.S. equity portfolios, with particular expertise in companies with market capitalizations between $800 million and $15 billion that demonstrate consistent earnings growth and favorable sector exposure.

Brian earned both his MBA and BS in Finance from Providence College School of Business, and he is a CFA charterholder. He is recognized for his industry knowledge in public equity portfolio management and his ability to maintain strong client relationships while navigating evolving market conditions within the mid-cap growth universe.

Career History

OrganizationRoleDate RangeDetails
Congress Asset ManagementVice President, Client Portfolio ManagerJan 2024 to Present
Congress Asset ManagementVice President, Regional DirectorSep 2019 to Mar 2024
External Wholesaler for Congress Asset Management with responsibility for all intermediary channels in Colorado, Utah, Idaho, Montana, Wyoming, Arizona, Nebraska, and New Mexico.
Congress Asset ManagementRegional ConsultantOct 2017 to Sep 2019
Putnam InvestmentsRegional Marketing Associate - Internal WholesalerMay 2016 to Oct 2017
Putnam InvestmentsDealer Marketing Services RepresentativeSep 2015 to Apr 2016
Providence CollegeResearch AssistantSep 2014 to Jul 2015
Research Assistant during MBA program.

Education

Providence College School of Business

Master of Business Administration - MBA

2014 2015

Providence College

Bachelor of Science - BS, Finance

2010 2014

Xavier High School in Middletown, CT

2006 2010

Skills & Expertise

Asset Management
Separately Managed Accounts
Portfolio Management
Mutual Funds
Investments

Others at Congress Asset Management Co. /ma (20)

NameRoleLocation
Amy Noyes
Amy Noyes
Portfolio Manager and Vice PresidentBoston, MA , United States
Brian Guild
Brian Guild
Vice President - Portfolio ManagerWakefield, MA , United States
Emma Szkutak
Emma Szkutak
Equity Research AnalystBoston, MA , United States
J
Jeff Kerrigan
Portfolio ManagerBoston, MA , United States
J
Joel Carpenter
Head Equity TraderBoston, MA , United States
John Fitzgerald
John Fitzgerald
Vice President - Portfolio ManagerNewton, MA , United States
Mike Kodzis
Mike Kodzis
Equity TraderBoston, MA , United States
N
Nicholas Koup
Equity Research AnalystBoston, MA , United States
Noel Blair
Noel Blair
Vice President, Portfolio ManagerBoston, MA , United States
Robert Schrock
Robert Schrock
Equity Research AnalystBoston, MA , United States
Showing 1-10 of 20 team members