Siobhan Rachel Monaghan
Membre du Comité d'Investissement chez Capital Advisors Group, Inc.
Profil
Ms. Siobhan R.
Monaghan, CFA, is Senior Portfolio Manager at Capital Advisors Group, Inc. She manages and monitors investment portfolios based on clients’ risk tolerances, liquidity needs, and return objectives.
She also consults with clients on investment strategy, portfolio activity, investment guideline modification, and performance.
She joined Capital Advisors Group in 1997 and serves on the firm’s Credit and Investment committees.
Ms. Monaghan holds a business degree from Wilfrid Laurier University and a law degree from the University of Ottawa.
Postes actifs de Siobhan Rachel Monaghan
| Sociétés | Poste | Début |
|---|---|---|
Capital Advisors Group, Inc.
 Capital Advisors Group, Inc. Investment ManagersFinance Capital Advisors Group, Inc. is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded by Benjamin Campbell in 1991 and is principally owned by Benjamin K. Campbell Trust of 2011, the Campbell Family 1998 Irrevocable Trust, and the Campbell Family 2019 Irrevocable Trust. Capital Advisors Group provides portfolio management services to institutional investors, such as corporations, charitable institutions, and foundations. | Membre du Comité d'Investissement | 01/01/1997 |
Formation de Siobhan Rachel Monaghan
| Wilfrid Laurier University | Undergraduate Degree |
| University of Ottawa Faculty of Law | Undergraduate Degree |
Expériences
Fonctions occupées
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Inactives
Sociétés cotées
Entreprise privées
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Relations au 1er degré
Entreprises liées au 1er degré
Homme
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Sociétés liées
| Entreprise privées | 1 |
|---|---|
Capital Advisors Group, Inc.
Capital Advisors Group, Inc. Investment ManagersFinance Capital Advisors Group, Inc. is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded by Benjamin Campbell in 1991 and is principally owned by Benjamin K. Campbell Trust of 2011, the Campbell Family 1998 Irrevocable Trust, and the Campbell Family 2019 Irrevocable Trust. Capital Advisors Group provides portfolio management services to institutional investors, such as corporations, charitable institutions, and foundations. | Finance |
