Profile
Mr. Joseph F.
Monahan, CFA MBA, is a Consultant Portfolio Manager at Conestoga Capital Advisors LLC.
Mr. Monahan was previously employed as a Senior Vice President & Portfolio Manager by McHugh Associates, Inc. and a Senior Vice President & Portfolio Manager by The Pitcairn Trust Co.
He received his undergraduate degree from The Pennsylvania State University and an MBA from Temple University (Pennsylvania).
Joe Monahan active positions
| Companies | Position | Start |
|---|---|---|
Conestoga Capital Advisors LLC
Conestoga Capital Advisors LLC Investment ManagersFinance CCA focuses on high-quality businesses that have the potential to generate superior returns by focusing their extensive research efforts on Micro, Small, SMid, and Mid-Cap Growth Equity strategies. The firm seeks to invest in companies which they believe have sustainable earnings growth and strong balance sheets. They have a long-term investment horizon which typically results in a low turnover rate of 20-30%. | Director of Research - Equity | 2008-11-30 |
Former positions of Joe Monahan
| Companies | Position | End |
|---|---|---|
McHugh Associates, Inc.
McHugh Associates, Inc. Investment ManagersFinance McHugh seeks domestic, high-quality growth companies with superior management, consistent and predictable earnings growth, reasonable prices and a strong global presence. Companies must also dominate their industry or market niche, show impressive returns on invested capital, demonstrate superior operating margins and have a strong balance sheet. Their buy and hold philosophy has produced an excellent long-term record without incurring the extra costs of frequent transactions and taxes. Less than 1% of the companies McHugh screens meet the firm's investment standards. They invest in companies with: (1) better than 12% earnings growth (2) at least 15% ROE (3) consistent earnings increases (4) mid-to-large market cap and (5) more cash flow than needed to reinvest in the business. Companies are analyzed using proprietary research. | Director of Finance/CFO | 2008-11-29 |
The Pitcairn Trust Co.
The Pitcairn Trust Co. Investment ManagersFinance Provides wealth management consulting services | Corporate Officer/Principal | - |
Training of Joe Monahan
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 5 |
|---|---|
McHugh Associates, Inc.
McHugh Associates, Inc. Investment ManagersFinance McHugh seeks domestic, high-quality growth companies with superior management, consistent and predictable earnings growth, reasonable prices and a strong global presence. Companies must also dominate their industry or market niche, show impressive returns on invested capital, demonstrate superior operating margins and have a strong balance sheet. Their buy and hold philosophy has produced an excellent long-term record without incurring the extra costs of frequent transactions and taxes. Less than 1% of the companies McHugh screens meet the firm's investment standards. They invest in companies with: (1) better than 12% earnings growth (2) at least 15% ROE (3) consistent earnings increases (4) mid-to-large market cap and (5) more cash flow than needed to reinvest in the business. Companies are analyzed using proprietary research. | Finance |
Conestoga Capital Advisors LLC
Conestoga Capital Advisors LLC Investment ManagersFinance CCA focuses on high-quality businesses that have the potential to generate superior returns by focusing their extensive research efforts on Micro, Small, SMid, and Mid-Cap Growth Equity strategies. The firm seeks to invest in companies which they believe have sustainable earnings growth and strong balance sheets. They have a long-term investment horizon which typically results in a low turnover rate of 20-30%. | Finance |
Temple University (Pennsylvania)
Temple University (Pennsylvania) Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
The Pennsylvania State University
The Pennsylvania State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
The Pitcairn Trust Co.
The Pitcairn Trust Co. Investment ManagersFinance Provides wealth management consulting services | Finance |
- Stock Market
- Insiders
- Joe Monahan
















