John Fitzgerald

John Fitzgerald, CFA, is Vice President and Portfolio Manager at Congress Asset Management, based in Newton, MA. He has been with the firm since 2001 and is a founding member of the Small Cap Growth Investment Committee, where he is actively involved in overseeing the Small Cap Growth investment strategy. In addition, he serves on the Private Equity and Dynamic Tax Investment Committees, managing portfolios for high net worth individuals and institutional clients.

Fitzgerald's investment expertise centers on U.S. small cap growth equities, with a sector focus that spans information technology, industrials, health care, consumer discretionary, and financials, as reflected in the firm’s small cap growth portfolio allocations. His responsibilities include fundamental equity research, portfolio construction, and risk management within these domains, which demand detailed company analysis and industry insight.

Prior to joining Congress Asset Management, Fitzgerald held senior roles at MG Financial Group and Gannett Welsh & Kotler Investment Management. He holds an MBA in Finance from Suffolk University and a Bachelor’s in Finance from the University of Massachusetts Amherst. Fitzgerald is a CFA charterholder and an active member of both the CFA Institute and the CFA Society of Boston, reflecting his dedication to professional standards and industry best practices.