About
Emma Szkutak is an Equity Research Analyst at Congress Asset Management in Boston, where she is responsible for analyzing and presenting financial data on public companies and industry trends to drive investment recommendations. Her primary focus is the Consumer Staples sector, where she contributes to the firm’s investment process by evaluating company fundamentals, competitive positioning, and growth drivers.
Prior to joining Congress Asset Management in 2023, Emma held progressively senior roles at CIBC Private Wealth US, including Senior Performance Analyst and Cash Processing Associate. Her experience at CIBC honed her skills in investment analytics, performance measurement, and client reporting, supporting both private wealth and institutional clients.
Emma holds a Bachelor of Science in Business Administration with a focus on Finance and Operations from the Questrom School of Business at Boston University. She brings expertise in equity research and portfolio analytics, having made significant contributions to the evaluation and recommendation process in the Consumer Staples equity asset class.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Congress Asset Management | Equity Research Analyst | Jul 2023 to Present | — |
| CIBC Private Wealth US | Sr. Performance Analyst | May 2018 to Jun 2023 | — |
| CIBC Private Wealth US | Cash Processing Associate | Jul 2016 to Apr 2018 | — |
Education
Questrom School of Business, Boston University
Bachelor of Science (B.S.), Business Administration - Finance and Operations
2012 — 2016
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 | |
| Vice President - Portfolio Manager | Wakefield, 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 |