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Ryan Tumbry

Ryan Tumbry

Research Analyst at Congress Asset Management Co. /ma

Boston, MA , United States

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

OrganizationRoleDate RangeDetails
Congress Asset ManagementResearch AnalystNov 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 ManagementPerformance and Attribution AnalystJan 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 ManagementOperations AnalystNov 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

Asset Management
Statistics
Research
Microsoft Office
Excel
Risk Management
Public Speaking
Alternative Investments
Portfolio Management
Equity Research
Investments
Equities
Mutual Funds
Bloomberg
Finance
Securities
Investment Management
Financial Analysis
Financial Services
Investment Advisory
Private Banking

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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