Amy Bowker Noyes
Mitglied des Investmentausschusses bei Congress Asset Management Co. LLP
Profil
Ms. Amy B.
Noyes, CFA MBA, is a Vice President & Portfolio Manager at Congress Asset Management Co. LLP.
She is currently responsible for managing taxable high net worth and sub-advisory accounts.
She has been a member of both the Mid Cap Growth and Small Cap Growth Investment Committees since each strategy’s inception.
Prior to joining the firm, Ms. Noyes held positions at New England Insurance and Investments, Fidelity Investments, and Newbury, Piret & Company, Inc.
She received her BA from Castleton State College and an MBA from Northeastern University.
She is a CFA charterholder and a member of the Boston Securities Analysts Society (BSAS) and the CFA Institute.
Aktive Positionen von Amy Bowker Noyes
Unternehmen | Position | Beginn |
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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. | Mitglied des Investmentausschusses | 01.06.1996 |
Ehemalige bekannte Positionen von Amy Bowker Noyes
Unternehmen | Position | Ende |
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Fidelity Management & Research Co. LLC
Fidelity Management & Research Co. LLC Investment ManagersFinance Fidelity Management & Research Co. (FMR) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1946 and is a subsidiary of FMR LLC, also known as Fidelity Investments. FMR provides investment supervisory services, which include sub-advisory services, to Fidelity's family of mutual funds and exchange-traded funds, qualified tuition programs, privately offered unregistered investment funds, separately managed account clients, and various other institutional accounts. | Analyst-Equity | 01.01.1996 |
Newbury Piret Cos., Inc. | Corporate Officer/Principal | 30.09.1994 |
Ausbildung von Amy Bowker Noyes
Castleton State College | Undergraduate Degree |
Northeastern University | Masters Business Admin |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
Private Unternehmen | 3 |
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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 |
Fidelity Management & Research Co. LLC
Fidelity Management & Research Co. LLC Investment ManagersFinance Fidelity Management & Research Co. (FMR) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1946 and is a subsidiary of FMR LLC, also known as Fidelity Investments. FMR provides investment supervisory services, which include sub-advisory services, to Fidelity's family of mutual funds and exchange-traded funds, qualified tuition programs, privately offered unregistered investment funds, separately managed account clients, and various other institutional accounts. | Finance |
Newbury Piret Cos., Inc. |