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Todd Solomon
Portfolio Manager, Mid Cap Growth at Congress Asset Management Co. /ma
About
Todd Solomon serves as Portfolio Manager for the Mid Cap Growth strategy at Congress Asset Management, based in Westwood, MA. In his current role, he is responsible for overseeing investment decisions, portfolio construction, and risk management for the firm's U.S. mid-cap growth equity portfolio. His expertise includes identifying high-potential mid-cap companies that demonstrate strong growth prospects while maintaining a disciplined risk approach, resulting in consistent top-decile performance relative to peers.
Over his career at Congress Asset Management, Todd has held positions as Director of Research and Vice President, providing strategic leadership across equity research and portfolio management functions. His investment focus lies specifically within the U.S. mid-cap equity asset class, targeting sectors such as technology, healthcare, consumer discretionary, and industrials, where he applies a fundamental, bottom-up investment process.
Todd holds an MBA in Economics & Finance from NYU Stern School of Business and a BS in Business Administration and Management from Georgetown University. He is a recognized contributor to the investment industry, having earned accolades such as SMA Manager of the Year in the U.S. Equity Small- or Mid-Cap category, and is noted for delivering superior risk-adjusted returns through active equity management.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Congress Asset Management | Portfolio Manager, Mid Cap Growth | Jan 2010 to Present | Chair of Congress Asset Management's Mid Cap Growth Committee Grew product assets from $250 million to $6 billion at year-end 2024. |
| Congress Asset Management | Director of Research | Jan 2007 to Dec 2009 | Led internal team that provided equity research across products |
| Congress Asset Management | Vice President | Apr 2001 to Dec 2006 | Managed equity portfolios for Taft Hartley plans, endowments, foundations, and high net worth individuals |
Education
NYU Stern School of Business
Master of Business Administration (MBA), Economics & Finance
1994 — 1996
Georgetown University
Bachelor of Science (BS), Business Administration and Management, General
1988 — 1992
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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