CoverProfile

Gregg O'Keefe

Executive Vice President & Portfolio Manager

Congress Asset Management

United States, Massachusetts, Boston

About Me

Gregg joined Congress Asset Management in 1986. He has held numerous positions during his time with the firm, in addition to his primary role as Portfolio Manager. Currently, he is a member of the firm's Management Committee, which is responsible for setting strategic direction for the organization. In addition, he is a member of the Investment Oversight Committee, which provides governance and oversight for the company’s investment products. Finally, he chairs the Small Cap Growth Investment Committee and is a member of the Mid Cap Growth Investment Committee. He is a CFA charterholder and member of the CFA Society Boston and the CFA Institute.

Profile Information

Executive Vice President & Portfolio Manager

Congress Asset Management

Investment Team,Operations Team

Investor

RIA/Wealth Manager/Asset Manager

Boston

Massachusetts

United States

May 15, 2024

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