Profile
Mr. Brian K.
Monroe is a Co-Founding Principal & Director of Marketing at Sawgrass Asset Management LLC.
He is on the Board of Directors at Sawgrass Asset Management, Inc. Mr. Monroe directs Sawgrass Asset Management’s marketing, client service and new business efforts.
He serves on several of the firm’s committees, including management and strategic planning.
Prior to Sawgrass, Mr. Monroe spent four years at Barnett Capital Advisors, Inc., directly responsible for all national market sales, new business development, and developing and serving client and consultant relationships in the Florida and national marketplace.
He also spent five years working at SEI Capital Resources in their New York City office, serving as Primary Consultant to institutional plan sponsors in the corporate endowment, foundation, Taft-Hartley and hospital industries.
His educational accomplishments include a B.S.
and M.B.A.
in Finance from Providence College and a Series 65 License.
Mr. Monroe has also been a committee member for the Association of Investment Management Sales Executives (AIMSE) for the past 20 years.
Brian Kent Monroe active positions
Companies | Position | Start |
---|---|---|
Sawgrass Asset Management LLC
Sawgrass Asset Management LLC Investment ManagersFinance Sawgrass Asset Management LLC (Sawgrass) is a SEC-registered investment advisor headquartered in Ponte Vedra Beach, Florida. The firm was founded in 1998 by its principals Andrew Cantor, Dean McQuiddy, and Brian Monroe. They are a wholly-owned subsidiary of Sawgrass Asset Management, Inc. (SAM). Sawgrass provides active equity and fixed income investment management services to institutional investors. | Founder | 1998-01-14 |
Sawgrass Asset Management, Inc.
Sawgrass Asset Management, Inc. Investment ManagersFinance Sawgrass Asset Management, Inc. operates as an investment advisor. The company is headquartered in Jacksonville Beach, FL. | Director/Board Member | - |
Training of Brian Kent Monroe
Providence College | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 2 |
---|---|
Sawgrass Asset Management LLC
Sawgrass Asset Management LLC Investment ManagersFinance Sawgrass Asset Management LLC (Sawgrass) is a SEC-registered investment advisor headquartered in Ponte Vedra Beach, Florida. The firm was founded in 1998 by its principals Andrew Cantor, Dean McQuiddy, and Brian Monroe. They are a wholly-owned subsidiary of Sawgrass Asset Management, Inc. (SAM). Sawgrass provides active equity and fixed income investment management services to institutional investors. | Finance |
Sawgrass Asset Management, Inc.
Sawgrass Asset Management, Inc. Investment ManagersFinance Sawgrass Asset Management, Inc. operates as an investment advisor. The company is headquartered in Jacksonville Beach, FL. | Finance |
- Stock Market
- Insiders
- Brian Kent Monroe