Zach Zeller
Analyst-Equity at Congress Asset Management Co. LLP
Profile
Mr. Zachary Zeller is a Research Analyst at Congress Asset Management Co. LLP.
He joined Congress Asset Management in 2017.
He recently became a member of the equity research team where he is responsible for research in the Industrials sector.
He is also a member of the SMid Growth Investment Committee.
He was previously a part of the Operations team, focused on maintaining the firm’s portfolio accounting database and Private Equity reconciliation.
Prior to Congress, he held a client service position with State Street Global Services, specializing in Advent’s portfolio accounting platform, and custody services.
He received his undergraduate degree from the University of New Hampshire.
Zach Zeller 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 | 01/01/2017 |
Training of Zach Zeller
| University of New Hampshire | Undergraduate Degree |
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1st degree connections
1st degree companies
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Linked companies
| 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 |
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