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About
Martine Elie is Vice President and Portfolio Manager at Congress Asset Management, based in the Greater Boston Area. In this leadership role, she is responsible for the management of client portfolios, with a particular focus on the firm’s Small Cap Value equity strategy, where she directs security selection and portfolio construction for institutional and private clients.
Her investment expertise centers on U.S. small-cap equities, spanning sectors such as financials, industrials, information technology, consumer discretionary, and real estate, among others, as evidenced by Congress Asset Management’s Small Cap Value portfolio sector allocations and holdings. Martine brings over two decades of buy-side experience, having been promoted from Research Analyst to Portfolio Manager during her tenure at Congress Asset Management following an earlier research analyst role at Majendie Charlton Securities.
Martine holds an MBA in Finance from Northeastern University and a finance degree from HEC Montréal, supporting her strong analytical and quantitative approach to portfolio management. Recognized for her long-term performance and disciplined investment process, she has contributed significantly to the firm’s compliance with industry standards such as GIPS® and helped deliver strong risk-adjusted returns for clients in the small-cap value asset class.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Congress Asset Management | Vice President and Portfolio Manager | Jan 2001 to Present | — |
| Congress Asset Management | Research Analyst | Jan 1999 to Jan 2001 | — |
| Majendie Charlton Securities | Research Analyst | Jan 1994 to Jan 1997 | — |
Education
Northeastern University
Master Of Business Administration, Finance
1997 — 1999
HEC Montréal
Finance
1991 — 1994
Skills & Expertise
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 | |
| 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 |
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