J. Matthew Amerson

Finance

Consumer Services

Profile

Mr. J.
M.
Amerson is Regional Vice President at Congress Asset Management Co. LLP.
Prior to joining Congress Asset Management in September 2004, Mr. Amerson was a Regional Vice President of Overture Asset Managers and a Regional Marketing Specialist with Invesco.
He has also worked as both a financial advisor and as an ICS Regional Assistant while at Morgan Stanley.
Mr. Amerson is a CFP and received a BS from Presbyterian College in Clinton, South Carolina.

Former positions of J. Matthew Amerson

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	01/03/2012
INVESCO PLC (CAN)	Corporate Officer/Principal	-
Overture Asset Managers LLC Overture Asset Managers LLC Investment ManagersFinance Overture Asset Managers LLC acquires boutique money managers and provides investment management services. The private company is based in New York, NY.	Corporate Officer/Principal	-

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Training of J. Matthew Amerson

Presbyterian College

Undergraduate Degree

Experiences
Positions held

Active

Inactive

Listed companies

Private companies

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Connections

1st degree connections

1st degree companies

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Female

Members of the board

Executives

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Linked companies

Listed companies	1
INVESCO PLC (CAN)	Finance

Private companies	2
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
Overture Asset Managers LLC Overture Asset Managers LLC Investment ManagersFinance Overture Asset Managers LLC acquires boutique money managers and provides investment management services. The private company is based in New York, NY.	Finance