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Zachary Zeller
Equity Research Analyst at Congress Asset Management Co. /ma
About
Zachary Zeller, CFA, is a Portfolio Manager and former Equity Research Analyst at Congress Asset Management, based in Boston, MA. He joined the firm in 2017, initially serving in investment operations and later transitioning to the Equity Research team in 2021 before his promotion to Portfolio Manager in July 2025. As a member of the SMid Growth and Multi-Cap Growth Investment Committees, Zach focuses on U.S. equity strategies, specifically small- and mid-cap growth stocks and multi-cap portfolios.
Zachary's expertise lies in investment analysis and portfolio construction, primarily within the equities asset class. Before his tenure at Congress, he worked at State Street in a wealth management services role, specializing in portfolio accounting systems and custody services.
He holds a Bachelor of Science in Finance and Marketing from the University of New Hampshire and has also studied at Budapest Corvinus University. Zachary is a CFA charterholder, reflecting his strong commitment to professional excellence and industry standards.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Congress Asset Management | Equity Research Analyst | Jan 2021 to Present | Equity analyst covering industrials |
| Congress Asset Management | Investment Operations Associate | Feb 2017 to Jan 2021 | — |
| State Street | Wealth Management Services, Associate 2 | Jun 2015 to Jan 2017 | — |
| Technology Business Research | Research Analyst Intern | Sep 2014 to Apr 2015 | — |
Education
University of New Hampshire
Bachelor of Business Administration (B.S.), Finance and Marketing
2011 — 2015
Budapest Corvinus University
Bachelor of Business Administration (B.B.A.), Finance and Marketing
2013 — 2013
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 |
