Bob Schrock

Analyst-Equity at Congress Asset Management Co. LLP

Finance

Consumer Services

Profile

Mr. Robert P.
Schrock, CFA, is a Research Analyst at Congress Asset Management Co. LLP.
He focuses on the Financial, Real Estate and Energy sectors.
Prior to joining the firm, Mr. Schrock was with F-Squared Investments and Northwestern Mutual.
He received his BA from Kenyon College.
He is a CFA charterholder, and a member of the CFA Society Boston and the CFA Institute.

Bob Schrock active positions

Companies	Position	Start
Congress Asset Management Co. LLP Congress Asset Management Co. LLP Investment ManagersFinance Congress Asset Management Co. LLP (Congress Asset) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded by Alfred Lagan in 1985 and is majority owned by the Lagan Holding Company Trust. Congress Asset provides discretionary and model portfolio investment management services to individual and institutional clients who include charitable organizations, pension and profit-sharing plans, including plans subject to the Taft-Hartley Act and the Employee Retirement and Income Security Act (ERISA), state and municipal government entities, corporations, taxable and tax-exempt institutions, high net worth individuals and commingled investment vehicles such as mutual funds.	Analyst-Equity	01/09/2019

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Training of Bob Schrock

Kenyon College

Undergraduate Degree

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Private companies	1
Congress Asset Management Co. LLP Congress Asset Management Co. LLP Investment ManagersFinance Congress Asset Management Co. LLP (Congress Asset) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded by Alfred Lagan in 1985 and is majority owned by the Lagan Holding Company Trust. Congress Asset provides discretionary and model portfolio investment management services to individual and institutional clients who include charitable organizations, pension and profit-sharing plans, including plans subject to the Taft-Hartley Act and the Employee Retirement and Income Security Act (ERISA), state and municipal government entities, corporations, taxable and tax-exempt institutions, high net worth individuals and commingled investment vehicles such as mutual funds.	Finance