About
Mike Kodzis serves as an Equity Trader at Congress Asset Management in Boston, Massachusetts, a position he has held since 2020. He is primarily responsible for executing trades across both domestic and international equity markets, leveraging more than 20 years of experience in market operations and securities trading. His work centers on equity assets, with a focus on U.S. and global equities, and he is a member of the Boston Securities Traders Association.
Before joining Congress Asset Management, Mike was an International Equity Trader at OECHSLE INTERNATIONAL ADVISORS, LLC from 2004 to 2017, where he specialized in trading global equities in both developed and emerging markets. He also held trading roles at Thomas Weisel Asset Management, further building expertise in institutional equity strategy.
Mike earned his BS in Finance from Bentley University, establishing a strong foundation for his career in financial markets. Recognized for his deep experience in trading across diverse geographies and market sectors, he is regarded for his disciplined approach, adaptability, and significant contributions to the firm's trading capabilities.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Congress Asset Management | Equity Trader | Aug 2020 to Present | — |
| Grandis Homes/Stonebridge Homes | Business Manager | May 2018 to Aug 2020 | Manage all financial and office operations for a developer with multiple active sites. Support the sites to make sure they have what they need on a timely basis. - Work with customers to ensure selec... |
| OECHSLE INTERNATIONAL ADVISORS, LLC | International Equity Trader | Oct 2004 to Dec 2017 | Trading Managed SMA trading and operations group Trading operations Reconciliations Settlements Compliance Investor relations |
| Thomas Weisel Asset Management | Trader | Jul 2002 to Oct 2004 | Trading Trading operations Settlements Fund Accounting Reconciliations |
| Evergreen Investments | Derivatives Operations Analyst | Jan 2000 to Jul 2002 | Reconciled accounts with the custodian and ensured all trades settled accurately. Monitored, received responses, and processed all corporate actions. - Interpreted and communicated incoming corporate... |
| State Street Bank | Corporate Action Specialist | Jan 1998 to Jan 2000 | Researched, wrote and processed domestic voluntary corporate actions. Wrote requirements, coordinated development and performed user acceptance testing, with the IT department, on database enhancemen... |
Education
Bentley University
BS, Finance
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 |
N Nicholas Koup | Equity Research Analyst | Boston, MA , United States |
 | Vice President, Portfolio Manager | Boston, MA , United States |
 | Equity Research Analyst | Boston, MA , United States |