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Monica Sue Sonnier
Head-Fixed Income Invts presso Townsquare Capital LLC
Profilo
Ms. Monica S.
Sonnier is a Director of Fixed Income Strategies at Townsquare Capital LLC.
She specializes in fixed income analysis and management and has over 20 years experience in institutional portfolio management.
Ms. Sonnier was most recently the head of portfolio strategies for a regional broker/dealer, serving their institutional fixed income clients with portfolio strategy development as well as development of the firm’s platform, including an online portfolio management system.
Prior to that, she was the Chief Investment Officer for a banker’s bank and managed the Investment Division for the bank.
She managed investment portfolios for banks, provided consulting services in investments and ALM, ran the bank’s ALM reporting service bureau and managed the operational area supporting safekeeping, trading and portfolio accounting services.
She also spent eight years as the portfolio manager and funding manager at a large regional bank, managing a portfolio of over $2 billion in Government, Agency, Municipal, Corporate, Mortgage-Backed and Money Market securities.
She began her career in public accounting with a CPA firm.
She studied Accounting at Louisiana State University and later obtained her CPA and CFA certifications.
She is also licensed in series 7, 24, 28, 63, and 65.
Posizioni attive di Monica Sue Sonnier
Società | Posizione | Inizio |
---|---|---|
Townsquare Capital LLC
![]() Townsquare Capital LLC Investment ManagersFinance TownSquare Capital LLC (TownSquare) is a SEC-registered investment adviser headquartered in Provo, Utah. The firm was founded by Kurt Brown in 2017 and was acquired by Orion Advisor Solutions, Inc. from Foundry Partners LLC in 2022. They are ultimately owned by GT Polaris Holdings LP. TownSquare offers investment advisory services to wealth advisory firms and institutions such as family offices, corporations, endowments, foundations and governments. | Head-Fixed Income Invts | 01/10/2017 |
Precedenti posizioni note di Monica Sue Sonnier
Società | Posizione | Fine |
---|---|---|
Sterne, Agee & Leach, Inc.
![]() Sterne, Agee & Leach, Inc. Investment Banks/BrokersFinance Founded in 1964, Sterne, Agee & Leach, Inc. is a full service investment firm and registered broker/dealer headquartered in Birmingham, Alabama. The firm's expertise includes retail and institutional brokerage services, investment banking and underwriting, secondary trading of corporate, municipal, and government securities and market making in over-the-counter stocks. The firm is a member of the NYSE and FINRA. | Corporate Officer/Principal | 01/06/2015 |
FTN Financial Capital Markets
![]() FTN Financial Capital Markets Investment ManagersFinance Part of First Horizon Corp. (Tennessee), FTN Financial Capital Markets is an American company that provides investment services. The company is based in Memphis. | Corporate Officer/Principal | 01/02/2013 |
Formazione di Monica Sue Sonnier
Louisiana State University | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
Aziende private | 3 |
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Sterne, Agee & Leach, Inc.
![]() Sterne, Agee & Leach, Inc. Investment Banks/BrokersFinance Founded in 1964, Sterne, Agee & Leach, Inc. is a full service investment firm and registered broker/dealer headquartered in Birmingham, Alabama. The firm's expertise includes retail and institutional brokerage services, investment banking and underwriting, secondary trading of corporate, municipal, and government securities and market making in over-the-counter stocks. The firm is a member of the NYSE and FINRA. | Finance |
FTN Financial Capital Markets
![]() FTN Financial Capital Markets Investment ManagersFinance Part of First Horizon Corp. (Tennessee), FTN Financial Capital Markets is an American company that provides investment services. The company is based in Memphis. | Finance |
Townsquare Capital LLC
![]() Townsquare Capital LLC Investment ManagersFinance TownSquare Capital LLC (TownSquare) is a SEC-registered investment adviser headquartered in Provo, Utah. The firm was founded by Kurt Brown in 2017 and was acquired by Orion Advisor Solutions, Inc. from Foundry Partners LLC in 2022. They are ultimately owned by GT Polaris Holdings LP. TownSquare offers investment advisory services to wealth advisory firms and institutions such as family offices, corporations, endowments, foundations and governments. | Finance |
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