Siobhan Rachel Monaghan

Membro del Comitato di Investimento presso Capital Advisors Group, Inc.

Consumer Services

Finance

Profilo

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.

Posizioni attive di Siobhan Rachel Monaghan

Società	Posizione	Inizio
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.	Membro del Comitato di Investimento	01/01/1997

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Formazione di Siobhan Rachel Monaghan

Wilfrid Laurier University	Undergraduate Degree
University of Ottawa Faculty of Law	Undergraduate Degree

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Aziende private

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Aziende private	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