Keith Gontarz

Keith Gontarz, CFA, is a Portfolio Manager at Congress Asset Management in Boston, MA, where he is primarily responsible for the firm’s tax transition process and managing custom balanced portfolios for clients. His role involves constructing and overseeing asset allocations across both equity and fixed income strategies, with an emphasis on delivering tax-sensitive and tailored investment solutions for institutions and high-net-worth individuals.

Before becoming a Portfolio Manager in 2020, Keith served as a Product Management Analyst at Congress Asset Management and previously worked in client service and relationship management at GW&K Investment Management and Evergreen Investments. Over his career, he has developed deep expertise in multi-asset portfolio design and tax-aware investing, with a focus on meeting complex client objectives.

Keith holds an MBA in Asset Management from Boston College’s Carroll Graduate School of Management and a B.B.A. in Finance and Operations Management from the Isenberg School of Management at UMass Amherst. He is a CFA Charterholder and an active member of the CFA Society Boston and the CFA Institute, contributing to best practices in investment management and client portfolio customization.