DFX Intelligence

Data Factory

RIA / WealthAdvisorChartered Financial Analyst23 years in industry

MATTHEW TERENCE LAGAN

Advisor at CONGRESS ASSET MANAGEMENT COMPANY, LLP

BOSTON, MA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:6063a41f-5db5-f42d-3c19-d773401ba525

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 9:04 PM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 0
On other graphs: 1
Observed: Jan 1, 2003 to Sep 14, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Matthew Terence Lagan

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: CONGRESS ASSET MANAGEMENT COMPANY, LLP
Current firm class: mixed wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jan 1, 2003earliest registration or exam on IAPD
Years in industry: 23derivedfrom the industry start date
Years at current firm: 9derivedfrom the current registration's begin date
Current registrations: 1
Registered states: 1
Designations: Chartered Financial Analyst
Dual registered: no
Other names: MATTHEW T. LAGAN
IAPD individual key: 4345233

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
CONGRESS ASSET MANAGEMENT COMPANY, LLP	Mixed wealth	Oct 31, 2016	n/a	yes	BOSTON, MA	Current employment

Relationships

Registered with (1)

→ CONGRESS ASSET MANAGEMENT COMPANY, LLPRegistered adviserregistration: current employment
Oct 31, 2016 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:6063a41f-5db5-f42d-3c19-d773401ba525
First observed: Jan 1, 2003
Last observed: Sep 14, 2026 6 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

MATTHEW TERENCE LAGAN

Advisor at CONGRESS ASSET MANAGEMENT COMPANY, LLP

BOSTON, MA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:6063a41f-5db5-f42d-3c19-d773401ba525

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 9:04 PM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

CONGRESS ASSET MANAGEMENT COMPANY, LLP

Mixed wealth

Oct 31, 2016

n/a

yes

BOSTON, MA

Current employment