Brian Cunningham
Vice President, Client Portfolio Manager at Congress Asset Management Co. /ma
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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Congress Asset Management | Vice President, Client Portfolio Manager | Jan 2024 to Present | — |
| Congress Asset Management | Vice President, Regional Director | Sep 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 Management | Regional Consultant | Oct 2017 to Sep 2019 | — |
| Putnam Investments | Regional Marketing Associate - Internal Wholesaler | May 2016 to Oct 2017 | — |
| Putnam Investments | Dealer Marketing Services Representative | Sep 2015 to Apr 2016 | — |
| Providence College | Research Assistant | Sep 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
Others at Congress Asset Management Co. /ma (20)
| Name | Role | Location |
|---|---|---|
| Portfolio Manager and Vice President | Boston, MA , United States | |
| Vice President - Portfolio Manager | Wakefield, MA , United States | |
| Equity Research Analyst | Boston, MA , United States | |
J Jeff Kerrigan | Portfolio Manager | Boston, MA , United States |
J Joel Carpenter | Head Equity Trader | Boston, MA , United States |
| Vice President - Portfolio Manager | Newton, MA , United States | |
| Equity Trader | Boston, MA , United States | |
N Nicholas Koup | Equity Research Analyst | Boston, MA , United States |
| Vice President, Portfolio Manager | Boston, MA , United States | |
| Equity Research Analyst | Boston, MA , United States |