Brian Guild
Vice President - Portfolio Manager at Congress Asset Management Co. /ma
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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Congress Asset Management | Vice President - Portfolio Manager | Jan 2016 to Present | — |
| Congress Asset Management | Portfolio Manager | Dec 2010 to Oct 2016 | — |
| Congress Asset Management | Research Analyst | May 2008 to Jan 2016 | — |
| Congress Asset Management | Fixed Income Trader | Nov 2001 to May 2008 | — |
| Congress Asset Management | Portfolio Accountant | Aug 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)
| Name | Role | Location |
|---|---|---|
| Portfolio Manager and Vice President | Boston, MA , United States | |
| Vice President, Client Portfolio Manager | Boston, 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 |