Elizabeth A. Sadwick

Finance

Consumer Services

Profile

Ms. Elizabeth A.
Sadwick is Senior Vice President at Congress Asset Management Co., Inc. Prior to joining Congress Asset Management in 1998, Ms. Sadwick held various marketing positions within the financial services industry for years, most recently as Product Manager for Cadaret, Grant & Co., a regional broker/dealer.
Ms. Sadwick was also Operations Associate for Josephthal & Company.
Ms. Sadwick has an AS in business from Bristol College.

Former positions of Elizabeth A. Sadwick

Companies	Position	End
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.	Sales & Marketing	01/09/2009
Josephthal & Co (Broker)	Corporate Officer/Principal	-
Cadaret, Grant & Co., Inc. Cadaret, Grant & Co., Inc. Investment Banks/BrokersFinance Cadaret Grant & Co., Inc. (Cadaret Grant) is a registered broker/dealer headquartered in Syracuse, New York. The firm was founded by Mac Cadaret and Art Grant in 1985. They are a subsidiary of AWS 4, Inc., which is owned by Atria Wealth Solutions, Inc. Cadaret Grant provides a full array of trading and execution services for their clients.	Corporate Officer/Principal	-

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Training of Elizabeth A. Sadwick

Bristol Community College

Undergraduate Degree

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Linked companies

Private companies	3
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
Cadaret, Grant & Co., Inc. Cadaret, Grant & Co., Inc. Investment Banks/BrokersFinance Cadaret Grant & Co., Inc. (Cadaret Grant) is a registered broker/dealer headquartered in Syracuse, New York. The firm was founded by Mac Cadaret and Art Grant in 1985. They are a subsidiary of AWS 4, Inc., which is owned by Atria Wealth Solutions, Inc. Cadaret Grant provides a full array of trading and execution services for their clients.	Finance
Josephthal & Co (Broker)	Finance

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