John Brendan O'Reilly
Investment Committee Member at Congress Asset Management Co. LLP
Profile
Mr. John B.
O'Reilly, CFA MBA, is a Senior Vice President & Portfolio Manager at Congress Asset Management Co. LLP.
He is currently chair of the Multi-Cap Growth Investment Committee, and a member of the Large Cap Growth and Mid Cap Growth Investment Committees.
Finally, he is a member of the firm’s Investment Oversight Committee.
From 2001 to 2006, he was the Director of Equity Research for Congress, leading a team of six equity analysts responsible for compiling and interpreting financial data in order to make investment recommendations.
Prior to joining Congress, Mr. O'Reilly held positions with Mellon Private Asset Management and State Street Bank & Trust.
He received his BA from Providence College and an MBA from Bryant University.
He is a CFA charterholder and member of the CFA Institute and the CFA Society Boston, where he served on the Board of Directors from 2004 to 2010.
John Brendan O'Reilly 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. | Investment Committee Member | 2001-05-31 |
Former positions of John Brendan O'Reilly
| Companies | Position | End |
|---|---|---|
| Mellon Private Asset Management | Corporate Officer/Principal | 2001-05-30 |
State Street Bank & Trust Company of New Hampshire
 State Street Bank & Trust Company of New Hampshire Regional BanksFinance Part of State Street Corp., State Street Bank & Trust Company of New Hampshire is a state-chartered commercial bank that provides trust and other banking services. The company is based in Nashua, NH. | Corporate Officer/Principal | 2000-06-29 |
Training of John Brendan O'Reilly
| Providence College | Undergraduate Degree |
| Bryant University | Masters Business Admin |
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
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 |
| Mellon Private Asset Management | |
State Street Bank & Trust Company of New Hampshire
State Street Bank & Trust Company of New Hampshire Regional BanksFinance Part of State Street Corp., State Street Bank & Trust Company of New Hampshire is a state-chartered commercial bank that provides trust and other banking services. The company is based in Nashua, NH. | Finance |
- Stock Market
- Insiders
- John Brendan O'Reilly
