Keith Gontarz Email & Phone Number
Portfolio Manager @ Congress Asset Management
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Keith Gontarz Location
- Boston, MA, US
Keith Gontarz Work
- 2020 - now Portfolio Manager @
- 2017 - 2020 Product Management Analyst @
- 2012 - 2017 Senior Client Service Associate @
- 2010 - 2012 Portfolio Administrator @
- 2007 - 2010 Client Service Consultant @
- 2007 - 2010 Client Service Representative @
Keith Gontarz Education
- Boston College - Wallace E. Carroll Graduate School of Management
Master of Business Administration (MBA) (Asset Management)
2012 - 2015 - Isenberg School of Management, UMass Amherst
B.B.A (Finance and Operations Management; Finance)
2003 - 2007
Keith Gontarz Skills
- Series 7
- Bloomberg
- Investments
- Mutual Funds
- Series 63
- Securities
- Equities
- Asset Managment
- Portfolio Management
- Wealth Management
- Separately Managed Accounts
- Investment Strategies
- Asset Allocation
- Fixed Income
- Asset Management
- Financial Services
- Financial Analysis
- Finance
- Investment Management
- Relationship Management
- Microsoft Excel
- Client Services
- Bonds
- Financial Advisory
- Valuation
- Capital Markets
- Microsoft Word
- FactSet
- Zephyr
- PSN
- Microsoft PowerPoint
- Problem Solving
- Data Analysis
- Analytics
- Competitive Analysis
- Salesforce.com
- Performance Attribution
Keith Gontarz Summary
- Keith Gontarz, based in Boston, MA, US, is currently a Portfolio Manager at Congress Asset Management. Keith Gontarz brings experience from previous roles at Congress Asset Management, GW&K Investment Management and Wells Fargo. Keith Gontarz holds a 2012 - 2015 Master of Business Administration (MBA) in Asset Management @ Boston College - Wallace E. Carroll Graduate School of Management. With a robust skill set that includes Series 7, Bloomberg, Investments, Mutual Funds, Series 63 and more. Keith Gontarz has 3 emails and 1 mobile phone numbers on RocketReach.
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Top Congress Asset Management Employees
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Anne Steer
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John Beaver
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John Fitzgerald
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Newton, MA, US
Dan Lagan
Chief Executive Officer
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Nancy Huynh
Senior Vice President
Quincy, MA, US
Brian Guild
Vice President - Portfolio Manager
Wakefield, MA, US
Matt Lagan
Vice President, Portfolio Managaer
Boston, MA, US
Brandon Farr
Head of Data and Analytics
Boston, MA, US
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