Siobhan Rachel Monaghan

Siobhan Rachel Monaghan

Investment Committee Member at Capital Advisors Group, Inc.

16 connections
Consumer Services
Finance

Profile

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.

Siobhan Rachel Monaghan active positions

CompaniesPositionStart
Capital Advisors Group, Inc.
Logo 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.

 Investment Committee Member 1996-12-31
All active positions of Siobhan Rachel Monaghan

Training of Siobhan Rachel Monaghan

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

Experiences
Positions held

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Inactive

Listed companies

Private companies

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Connections

16

1st degree connections

3

1st degree companies

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Female

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Executives

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Linked companies

Private companies1
Capital Advisors Group, Inc.
Logo 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.

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