Nicholas Koup

Nicholas Koup, CFA, is an experienced investment professional serving as Portfolio Manager and formerly as Equity Research Analyst at Congress Asset Management in Boston, MA, where he has worked since October 2014. During his tenure as Equity Research Analyst, Koup developed deep sector expertise with a focus on Information Technology, and contributed extensively to the firm’s Mid Cap Growth and Small Cap Growth investment strategies.

Koup’s research responsibilities encompassed evaluating and recommending equities in the U.S. mid and small capitalization universe, with a particular emphasis on growth-oriented companies exhibiting strong fundamentals and high return on equity. His work supported multi-sector portfolio allocation decisions, including significant exposure to Information Technology, Industrials, Health Care, and Consumer Discretionary companies.

Prior to joining Congress Asset Management, Koup worked as an Accounting and Reporting Specialist at BNY Mellon. He holds a Bachelor of Business Administration in Finance from James Madison University and pursued advanced studies in European business at the University of Antwerp. He is a CFA charterholder, underscoring his commitment to rigorous financial analysis and industry ethics.