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Bruce H. Monrad
Analyst-Fixed Income at
Sippican Capital Advisors LLC
Profile
Mr. Bruce H.
Monrad is Vice President & Analyst at Sippican Capital Advisors LLC.
He provides both equity and fixed-income research in the support of the management of client portfolios.
Mr. Monrad was previously employed as Vice President by Northeast Investment Management, Inc.
Mr. Monrad graduated from Harvard College with an A.B. and an M.B.A. from Harvard Graduate School of Business Administration.
Bruce H. Monrad active positions
| Companies | Position | Start |
|---|---|---|
Sippican Capital Advisors LLC
 Sippican Capital Advisors LLC Investment ManagersFinance Sippican Capital Advisors aims to provide their clients with long-term preservation of their purchasing power. Portfolios are constructed primarily based on the proper asset allocation consistent with the client’s investment goals. For the most part, portfolios comprise individual stocks or bonds and mutual funds and ETFs. | Analyst-Fixed Income | - |
Former positions of Bruce H. Monrad
| Companies | Position | End |
|---|---|---|
Northeast Investment Management, Inc.
 Northeast Investment Management, Inc. Investment ManagersFinance NIM is a growth-oriented investment management firm that manages high-quality diversified portfolios with the appropriate mix of assets to meet each client's investment objectives and risk tolerance. The firm employs a long-term investment approach that focuses on sustainable, secular trends rather than short-term market fluctuations. Investment ideas are developed internally based on fundamental research. | Portfolio Manager-Equities | 2009-04-30 |
Training of Bruce H. Monrad
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
2
1st degree connections
4
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 4 |
|---|---|
Northeast Investment Management, Inc.
Northeast Investment Management, Inc. Investment ManagersFinance NIM is a growth-oriented investment management firm that manages high-quality diversified portfolios with the appropriate mix of assets to meet each client's investment objectives and risk tolerance. The firm employs a long-term investment approach that focuses on sustainable, secular trends rather than short-term market fluctuations. Investment ideas are developed internally based on fundamental research. | Finance |
Sippican Capital Advisors LLC
Sippican Capital Advisors LLC Investment ManagersFinance Sippican Capital Advisors aims to provide their clients with long-term preservation of their purchasing power. Portfolios are constructed primarily based on the proper asset allocation consistent with the client’s investment goals. For the most part, portfolios comprise individual stocks or bonds and mutual funds and ETFs. | Finance |
Harvard Business School
 Harvard Business School Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Harvard College
 Harvard College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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