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ME

Martine Elie

Vice President and Portfolio Manager at Congress Asset Management Co. /ma

United States

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

OrganizationRoleDate RangeDetails
Congress Asset ManagementVice President and Portfolio ManagerJan 2001 to Present
Congress Asset ManagementResearch AnalystJan 1999 to Jan 2001
Majendie Charlton SecuritiesResearch AnalystJan 1994 to Jan 1997

Education

Northeastern University

Master Of Business Administration, Finance

1997 1999

HEC Montréal

Finance

1991 1994

Skills & Expertise

Alternative Investments
Private Equity
Portfolio Management
Investments
Venture Capital
Asset Managment
Equities
Investment Management

Others at Congress Asset Management Co. /ma (20)

NameRoleLocation
Amy Noyes
Amy Noyes
Portfolio Manager and Vice PresidentBoston, MA , United States
Brian Cunningham
Brian Cunningham
Vice President, Client Portfolio ManagerBoston, MA , United States
Brian Guild
Brian Guild
Vice President - Portfolio ManagerWakefield, MA , United States
Emma Szkutak
Emma Szkutak
Equity Research AnalystBoston, MA , United States
J
Jeff Kerrigan
Portfolio ManagerBoston, MA , United States
J
Joel Carpenter
Head Equity TraderBoston, MA , United States
John Fitzgerald
John Fitzgerald
Vice President - Portfolio ManagerNewton, MA , United States
Mike Kodzis
Mike Kodzis
Equity TraderBoston, MA , United States
N
Nicholas Koup
Equity Research AnalystBoston, MA , United States
Noel Blair
Noel Blair
Vice President, Portfolio ManagerBoston, MA , United States
Showing 1-10 of 20 team members

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