General Investing >> Money Manager Interviews >> August 26, 2016

Being Mindful of the Preservation of Capital

Lagan, Chris
Chris Lagan joined Congress Asset Management Company in 1993 and is Chief Operating Officer and Managing Director. Since 2002, he has been a principal and member of the firm’s Management Committee, which is responsible for strategic planning to advance the company’s mission and objectives. He is also Chair of the Private Equity Committee, which oversees sourcing, due diligence and commitments to over $1 billion in private equity allocations. Additionally, he serves as an advisory board member for several private equity funds. Profile
Solomon, Todd
Todd Solomon, Senior Vice President and Portfolio Manager, joined Congress Asset Management Company in 2001. He is a member of Congress Asset Management’s Investment Oversight Committee and chairs the Mid Cap Growth Committee, which was named the 2015 Small/Mid-Cap SMA of the year by Investment Advisor magazine and Envestnet. He has 22 years of investment experience, spanning both equity research and portfolio management. Previously, he has held positions at U.S. Trust Company, Fidelity Management and Research Co., and the Pioneer Group, Inc. Profile
TWST: Could you tell me a little bit about the firm?

Mr. Lagan: Sure. Congress is a boutique investment management firm. We manage a little over $7 billion of