Martine Elie
Mitglied des Investmentausschusses bei Congress Asset Management Co. LLP
Profil
Ms. Elizabeth M.
Elie, CFA MBA, is a Vice President & Portfolio Manager at Congress Asset Management Co. LLP.
She chairs the Dividend Growth Strategy, and is a member of the firm's Large Cap Growth, Small Cap Value, and Private Equity Investment Committees.
In addition, she is part of the firm’s Investment Oversight Committee.
In her role as Portfolio Manager, she gives advise to institutional and high net worth clients, ensuring adherence to portfolio risk controls and implementing equity recommendations.
She has over 20 years of investment experience.
Prior to joining Congress, Ms. Elie began her career as an equity research analyst with Majendie Charlton Securities.
She received her BBA from HEC Montréal and an MBA from Northeastern University.
She is a CFA charterholder and a member of the CFA Society Boston, CFA Montreal and the CFA Institute.
Aktive Positionen von Martine Elie
| Unternehmen | Position | Beginn |
|---|---|---|
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 | 01.01.1999 |
Ehemalige bekannte Positionen von Martine Elie
| Unternehmen | Position | Ende |
|---|---|---|
| Majendie Charlton Securities Ltd. | Corporate Officer/Principal | - |
Ausbildung von Martine Elie
| Northeastern University | Masters Business Admin |
| HEC Montréal | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 2 |
|---|---|
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 |
| Majendie Charlton Securities Ltd. |
