Experience

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  Sterne agee

  Feb 2013 - Aug 2015

  Managing director
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  Allegis investment services

  Jan 2016 - Sept 2017

  Portfolio strategist, osj supervisor

  Analyzing portfolios and developing portfolio strategies for financial advisors and clients, OSJ supervisor.

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  Townsquare capital, llc

  Oct 2017 - now

  Director of fixed income strategies

  Monica is a Portfolio Strategist with Townsquare Capital, assisting advisors and their clients in managing their portfolios. She specializes in fixed income analysis and management. Monica moves to the advisory /wealth management arena after over 20 years in institutional portfolio management, following a passion developed through her service to the accounting profession for helping others to manage finances and plan for retirement. Monica was most recently the fixed income portfolio manager at Allegis Investment Services and prior to that at a regional broker/dealer. Monica also spent eight years as the portfolio manager and funding manager at a large regional bank, managing a portfolio of over $2 billion in Government, Agency, Municipal, Corporate, Mortgage-Backed and Money Market securities. She began her career in public accounting with a CPA firm, specializing in audits of financial institutions. Monica is currently on the AICPA’s National Financial Literacy Commission, was recently on the Board of Directors of the AICPA and has chaired the Investment Committee of the Institute. She received a degree in Accounting from Louisiana State University.5314 River Run Drive, Ste. 210, Provo, UT 84604. . TownSquare is not affiliated with any other named entity. The firm only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the advisor has attained a particular level of skill or ability. TownSquare and its representatives do not provide tax or legal advice. Each taxpayer should seek independent advice from a tax professional based on his/her individual circumstance. Show less