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TS

Todd Solomon

Portfolio Manager, Mid Cap Growth at Congress Asset Management Co. /ma

Westwood, MA , United States

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

OrganizationRoleDate RangeDetails
Congress Asset ManagementPortfolio Manager, Mid Cap GrowthJan 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 ManagementDirector of ResearchJan 2007 to Dec 2009
Led internal team that provided equity research across products
Congress Asset ManagementVice PresidentApr 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

Mutual Funds
Investment Management
Portfolio Management
Equity Research
Equities
Asset Managment
Asset Allocation
Bloomberg
Investments
Investment Strategies
Investment Advisory
Securities
Microsoft Excel
CAP
PowerPoint
Strategic Planning

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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