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About
Ryan Tumbry, CFA, serves as a Research Analyst at Congress Asset Management in Boston, Massachusetts, where he has been a key member of the investment team since 2001. In this role, he conducts in-depth equity research and contributes to portfolio management, with a primary focus on the firm's Dividend Growth strategies. His responsibilities include evaluating investment opportunities, conducting fundamental analysis, and supporting the firm's multi-cap equity portfolios.
Tumbry's research expertise spans a broad set of sectors within U.S. large-cap equities, including Communication Services, Consumer Discretionary, Financials, Industrials, Information Technology, and Health Care, among others, as demonstrated by the diversified holdings in the Dividend Growth strategy at Congress Asset Management. He has held several roles of increasing responsibility at the firm, including Performance and Attribution Analyst and Operations Analyst, giving him a comprehensive view across investment operations and analysis.
He holds a BS in Finance from the University at Albany and is a CFA charterholder, reflecting a high level of analytical rigor and commitment to industry standards. Tumbry's over two decades at Congress Asset Management underscore his significant contributions to the development of research processes and equity strategies, making him a respected specialist in fundamental equity analysis and multi-sector portfolio construction.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Congress Asset Management | Research Analyst | Nov 2007 to Present | Member of the company growth oriented equity research team since 2007, covering Consumer Staples, Pharmaceuticals/Biotech and Utilities from '07 -'10; Technology and Telecom from '11 - '14 and Industr... |
| Congress Asset Management | Performance and Attribution Analyst | Jan 2006 to Nov 2007 | I was responsible for the calculation, maintenance, and distribution of all firm data to interested parties I was also in charge of working with a 3rd party verification firm on the companies GIPS com... |
| Congress Asset Management | Operations Analyst | Nov 2001 to Dec 2005 | I was responsible for portfolio reconciliation, client requests, manager requests, and quarterly reporting. In this role I also joined the team that supported two senior portfolio managers and assiste... |
Education
University at Albany
BS, Finance
1995 — 1999
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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| Portfolio Manager | Longfellow Investment Management Co. LLC | Boston, MA , United States | |
B Barbara McKenna | Managing Principal and Portfolio Manager | Longfellow Investment Management Co. LLC | Boston, MA , United States |