Joe Monahan
Directeur de la Recherche - Actions chez Conestoga Capital Advisors LLC
Profil
Mr. Joseph F.
Monahan, CFA MBA, is a Managing Partner, Portfolio Manager & Research Analyst at Conestoga Capital Advisors LLC.
He is a Co-Portfolio Manager for the Small and Micro Cap strategies.
He also serves as an analyst for the firm’s SMid and Mid Cap equity strategies.
He is Conestoga’s Director of Research, where his responsibilities include coordinating the firm's fundamental research approach to selecting securities.
He is a member of the firm’s Board of Managers, which oversees the management and strategic direction of Conestoga.
Mr. Monahan joined Conestoga in December 2008 from McHugh Associates, where he was Senior Vice President/Portfolio Manager and a member of the firm’s Investment Committee.
Prior to joining McHugh in 2001, he was a Vice President and Portfolio Manager at Pitcairn Trust Company.
Mr. Monahan is a graduate of the Pennsylvania State University, where he earned a Bachelor of Science degree, and he earned a Masters of Business Administration from Temple University.
He is a CFA Charterholder and a member of the CFA Society of Philadelphia.
Postes actifs de Joe Monahan
| Sociétés | Poste | Début |
|---|---|---|
Conestoga Capital Advisors LLC
 Conestoga Capital Advisors LLC Investment ManagersFinance Conestoga Capital Advisors LLC (CCA) is an independent, SEC-registered investment advisor headquartered in Wayne, Pennsylvania. The firm was co-founded in 2001 by William "Bill" Martindale, Jr., Robert "Bob” Mitchell, Duane R. D’Orazio and W. Christopher “Chris” Maxwell. CCA offers investment management services on a discretionary or non-discretionary basis to separately managed accounts and mutual funds. | Directeur de la Recherche - Actions | 01/12/2008 |
Anciens postes connus de Joe Monahan
| Sociétés | Poste | Fin |
|---|---|---|
McHugh Associates, Inc.
 McHugh Associates, Inc. Investment ManagersFinance Founded in 1986, McHugh Associates, Inc. is a privately owned investment advisory firm located in Radnor, Pennsylvania. | Directeur Financier/CFO | 30/11/2008 |
The Pitcairn Trust Co.
 The Pitcairn Trust Co. Investment ManagersFinance The Pitcairn Trust Co. is one of the preeminent multi-family offices, dedicated to helping families protect and grow their substantial financial assets and unique heritage across multiple generations. Pitcairn has been recognized as an innovator and leader in the multi-family office space since its inception in 1923. It delivers objective advice and customized services. | Corporate Officer/Principal | - |
Formation de Joe Monahan
| The Pennsylvania State University | Undergraduate Degree |
| Temple University (Pennsylvania) | Masters Business Admin |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
McHugh Associates, Inc.
McHugh Associates, Inc. Investment ManagersFinance Founded in 1986, McHugh Associates, Inc. is a privately owned investment advisory firm located in Radnor, Pennsylvania. | Finance |
Conestoga Capital Advisors LLC
Conestoga Capital Advisors LLC Investment ManagersFinance Conestoga Capital Advisors LLC (CCA) is an independent, SEC-registered investment advisor headquartered in Wayne, Pennsylvania. The firm was co-founded in 2001 by William "Bill" Martindale, Jr., Robert "Bob” Mitchell, Duane R. D’Orazio and W. Christopher “Chris” Maxwell. CCA offers investment management services on a discretionary or non-discretionary basis to separately managed accounts and mutual funds. | Finance |
The Pitcairn Trust Co.
The Pitcairn Trust Co. Investment ManagersFinance The Pitcairn Trust Co. is one of the preeminent multi-family offices, dedicated to helping families protect and grow their substantial financial assets and unique heritage across multiple generations. Pitcairn has been recognized as an innovator and leader in the multi-family office space since its inception in 1923. It delivers objective advice and customized services. | Finance |
