Matt Lagan

Matt Lagan, CFA, is Vice President and Portfolio Manager at Congress Asset Management in Boston, where he has served since 2003. He leads the firm's Large Cap Growth Investment Committee and is instrumental in guiding investment strategy and decision-making for large-cap equities. Matt is also a member of Congress's SMid Growth and Impact Investing committees, demonstrating his experience across multiple portfolio types and innovative investment strategies.

His investment focus spans large-cap public equities, with a particular emphasis on the Information Technology, Health Care, Industrials, and Communication Services sectors, as reflected in the sector allocation and holdings managed under his oversight. Matt is responsible for portfolio construction, security selection, and risk management, ensuring portfolios are aligned with clients' growth-oriented objectives.

Matt holds an MBA from University College Dublin and is a CFA charterholder. Prior to joining Congress Asset Management, he gained industry experience at Mutual of America and worked as a technical recruiter at NetGenesis and Centrepath Software, contributing diverse perspectives to his investment approach. His notable achievements include sustained leadership in large-cap growth investing and involvement in impact and SMid-cap strategies at a major asset management firm.