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Profile
Mr. Lawrence A. Ward, CFA, is Executive Vice President & Chief Compliance Officer at Congress Asset Management Co. LLP.
Prior to joining Congress Asset Management in June 1989, Mr. Ward was a Senior Portfolio Manager and member of the Investment Policy Committee a Putnam Advisory Company.
He was Assistant Treasurer at Montgomery Ward & Co., Inc from September 1966 to September 1980.
He has over 47 years experience in the investment industry.
Mr. Ward received his BS in Finance from Ohio State University in 1957.
He also holds CFA designation.
Former positions of Lawrence Asa Ward
| Companies | Position | End |
|---|---|---|
Putnam Investment Management LLC
 Putnam Investment Management LLC Investment ManagersFinance PIM is an active, long-term investment manager across the major asset classes. Their analysis of the financial markets is generally based on fundamental analysis and research, but also includes quantitative elements. PIM research is focused on developing both a top-down view of broader market performance and a bottom-up outlook for individual securities. | Portfolio Manager-Equities | 31/10/1987 |
Montgomery Ward & Co., Inc.
 Montgomery Ward & Co., Inc. Department StoresRetail Trade Operates retail department stores | Corporate Officer/Principal | 01/09/1980 |
Congress Asset Management Co. LLP
 Congress Asset Management Co. LLP Investment ManagersFinance Congress Asset is a boutique asset manager focused on high quality equity and fixed income investing with a specialty in growth equities. The firm constructs high quality, high conviction, and high active share portfolios managed through a risk lens. They accomplish this through a disciplined, low turnover approach which emphasizes growth, profitability, franchise, and valuation. Congress Asset seeks to invest in companies with positive earnings growth, strong revenues, positive free cash flow, and sustainable margins, who demonstrate prudent use of leverage with shareholder conscious management teams. Their investment philosophy is to evaluate potential return per unit of risk using fundamental and relative valuations that employ a combination of top down and bottom-up techniques to deliver a consistent pattern of relative returns with minimal periods of underperformance. | Compliance Officer | - |
Training of Lawrence Asa Ward
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
22
1st degree connections
4
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 4 |
|---|---|
Congress Asset Management Co. LLP
Congress Asset Management Co. LLP Investment ManagersFinance Congress Asset is a boutique asset manager focused on high quality equity and fixed income investing with a specialty in growth equities. The firm constructs high quality, high conviction, and high active share portfolios managed through a risk lens. They accomplish this through a disciplined, low turnover approach which emphasizes growth, profitability, franchise, and valuation. Congress Asset seeks to invest in companies with positive earnings growth, strong revenues, positive free cash flow, and sustainable margins, who demonstrate prudent use of leverage with shareholder conscious management teams. Their investment philosophy is to evaluate potential return per unit of risk using fundamental and relative valuations that employ a combination of top down and bottom-up techniques to deliver a consistent pattern of relative returns with minimal periods of underperformance. | Finance |
Putnam Investment Management LLC
Putnam Investment Management LLC Investment ManagersFinance PIM is an active, long-term investment manager across the major asset classes. Their analysis of the financial markets is generally based on fundamental analysis and research, but also includes quantitative elements. PIM research is focused on developing both a top-down view of broader market performance and a bottom-up outlook for individual securities. | Finance |
Montgomery Ward & Co., Inc.
Montgomery Ward & Co., Inc. Department StoresRetail Trade Operates retail department stores | Retail Trade |
The Ohio State University
 The Ohio State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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