Jeff Porter
Head-Fixed Income Invts at Congress Asset Management Co. LLP
Profile
Mr. Jeffrey R.
Porter, CFA MBA, is an Executive Vice President & Director of Fixed Income at Congress Asset Management Co. LLP.
In addition, he is a member of the firm’s Investment Oversight and Management Committees.
He has over 29 years of experience managing fixed income portfolios on behalf of institutions and individual investors.
Prior to joining the firm, Mr Porter's previous roles have included Chief Executive Officer of Prelude Asset Management, Director of Portfolio Management & Private Equity for Partners HealthCare System, and fixed income portfolio manager for the North Carolina Retirement Systems, where he was responsible for managing over $30 billion dollars in short-term and long-term fixed income assets.
He received his BA from North Carolina State University and an MBA from East Carolina University.
Jeff Porter active positions
Companies | Position | Start |
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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. | Head-Fixed Income Invts | 01/03/2010 |
Former positions of Jeff Porter
Companies | Position | End |
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Prelude Asset Management LLC
Prelude Asset Management LLC Investment ManagersFinance Prelude Asset Management LLC provided asset management services. The company was headquartered in Quincy, MA. | Corporate Officer/Principal | - |
Mass General Brigham, Inc.
Mass General Brigham, Inc. Medical/Nursing ServicesHealth Services Mass General Brigham, Inc. engages in the provision of patient care, research, teaching, and community services. It offers community and specialty hospitals, physician network, community health centers, and home care. The firm also sponsors research programs and community health outreach programs. The company was founded in 1994 and is headquartered in Boston, MA. | Corporate Officer/Principal | 01/03/2005 |
North Carolina Retirement Systems
North Carolina Retirement Systems Investment ManagersFinance The North Carolina Retirement Systems (NCRS) is a State-owned pension fund manager headquartered in Raleigh, North Carolina. NCRS manages assets of the Teachers’ and State Employees’ Retirement System, the Consolidated Judicial Retirement System, the Firemen’s and Rescue Workers’ Pension Fund, the Local Governmental Employees’ Retirement System, the Legislative Retirement System, and the North Carolina National Guard Pension Fund for state and local government employees. | Corporate Officer/Principal | 01/04/1997 |
KPMG Peat Marwick LLP | Corporate Officer/Principal | 01/04/1992 |
Kellport Capital Management LLC
Kellport Capital Management LLC Investment ManagersFinance Founded in 2008 by Craig Kelleher and Jeff Porter, Kellport Capital Management LLC is a hedge fund manager located in Boston. They manage the Kellport Credit Fund | Founder | - |
Training of Jeff Porter
North Carolina State University | Undergraduate Degree |
East Carolina University | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 6 |
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Kellport Capital Management LLC
Kellport Capital Management LLC Investment ManagersFinance Founded in 2008 by Craig Kelleher and Jeff Porter, Kellport Capital Management LLC is a hedge fund manager located in Boston. They manage the Kellport Credit Fund | Finance |
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 |
North Carolina Retirement Systems
North Carolina Retirement Systems Investment ManagersFinance The North Carolina Retirement Systems (NCRS) is a State-owned pension fund manager headquartered in Raleigh, North Carolina. NCRS manages assets of the Teachers’ and State Employees’ Retirement System, the Consolidated Judicial Retirement System, the Firemen’s and Rescue Workers’ Pension Fund, the Local Governmental Employees’ Retirement System, the Legislative Retirement System, and the North Carolina National Guard Pension Fund for state and local government employees. | Finance |
KPMG Peat Marwick LLP | Commercial Services |
Mass General Brigham, Inc.
Mass General Brigham, Inc. Medical/Nursing ServicesHealth Services Mass General Brigham, Inc. engages in the provision of patient care, research, teaching, and community services. It offers community and specialty hospitals, physician network, community health centers, and home care. The firm also sponsors research programs and community health outreach programs. The company was founded in 1994 and is headquartered in Boston, MA. | Health Services |
Prelude Asset Management LLC
Prelude Asset Management LLC Investment ManagersFinance Prelude Asset Management LLC provided asset management services. The company was headquartered in Quincy, MA. | Finance |
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