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Brian Guild

Brian Guild

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

Wakefield, MA , United States

About

Brian Guild is Vice President and Portfolio Manager at Congress Asset Management in Wakefield, Massachusetts. In this role, he develops investment models and serves as a key member of the firm's Fixed Income Investment Policy Committee, where he is responsible for analytical, quantitative, and relative valuation modeling, specifically targeting fixed income strategies. He is also active on the ESG and SRI Investment Committees, reflecting his commitment to responsible and sustainable investing.

With over two decades at Congress Asset Management, Brian's career has evolved from research and fixed income trading roles to portfolio management, showcasing deep expertise in alternative investments, fixed income securities, and analytics. Prior positions at the firm include Research Analyst, Portfolio Manager, and Fixed Income Trader, underscoring his long-term contribution to the firm's investment process and client strategies.

Brian holds a Bachelor of Science in Economics-Finance from Bentley University and a Master of Business Administration from Northeastern University. Recognized for his quantitative acumen and leadership in model development, he is noted for innovative wealth solutions for high-net-worth and institutional clients, as well as his impact investing activities.

Career History

OrganizationRoleDate RangeDetails
Congress Asset ManagementVice President - Portfolio ManagerJan 2016 to Present
Congress Asset ManagementPortfolio ManagerDec 2010 to Oct 2016
Congress Asset ManagementResearch AnalystMay 2008 to Jan 2016
Congress Asset ManagementFixed Income TraderNov 2001 to May 2008
Congress Asset ManagementPortfolio AccountantAug 2000 to Nov 2001

Education

Bentley

Bachelor Of Science, Economics, Finance

Northeastern University

Master Of Business Administration

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

NameRoleLocation
Amy Noyes
Amy Noyes
Portfolio Manager and Vice PresidentBoston, MA , United States
Brian Cunningham
Brian Cunningham
Vice President, Client Portfolio ManagerBoston, 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