
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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