Jeff Kerrigan

Jeff Kerrigan, CFA, is a Portfolio Manager at Congress Asset Management in Boston, MA, where he leads the Small Cap Value Investment Policy Committee. In this capacity, he is responsible for managing portfolios that focus primarily on small-cap value equities, applying his deep expertise to identify undervalued investment opportunities within this asset class.

With over 28 years of investment management and research experience, Jeff has held senior roles at several notable firms. His previous positions include Partner and Portfolio Manager at Century Capital Management, Chief Investment Officer and Portfolio Manager at Haber Trilix Advisors, and Portfolio Manager at Ten Asset Management, Gartmore Group, and Fidelity Investments. Across these roles, he developed a specialization in value-oriented strategies and small-cap investments, as well as exposure to Asian markets.

Jeff holds both a Bachelor's and a Master's degree in Economics from Boston University, and is a CFA charterholder. He is an active member of the CFA Society Boston and the CFA Institute, reflecting his dedication to professional standards and ongoing learning within the investment community.