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Marketing & Client Services Team

 

Brian MonroeBrian K. Monroe

Co-Founding Principal, Director of Marketing & Client Service
28 Years of Investment Experience

Mr. Monroe is a Principal of Sawgrass and directs the firm’s marketing, client service and new business efforts. He serves on several of the firm’s committees, including management and strategic planning. Prior to Sawgrass, he spent four years at Barnett Capital Advisors, Inc., directly responsible for all national market sales, new business development, and developing and serving client and consultant relationships in the Florida and national marketplace. He also spent five years working at SEI Capital Resources in their New York City office, serving as Primary Consultant to institutional plan sponsors in the corporate endowment, foundation, Taft-Hartley and hospital industries.

His educational accomplishments include a B.S. and M.B.A. in Finance from Providence College and a Series 65 License. He is the co-founder of the Jacksonville-based charity, Serving Up A Cure, which facilitates research for two local cancer organizations. He has also been a committee member for the Association of Investment Management Sales Executives (AIMSE) for the past 20 years.




Christopher GrecoChris Greco

Partner, Institutional Marketing & Client Service
23 Years of Investment Experience

Mr. Greco is a Partner at Sawgrass, responsible for initiating and maintaining relationships with state retirement plans, corporations, foundations, endowments, health care entities and their investment consultants across the United States. He serves on the firm’s strategic planning committee. Prior to Sawgrass, he spent nine years with firms such as Clover Capital Management as Vice President of Institutional Sales, and Fidelity Investments marketing institutional products to plan sponsors.

His educational accomplishments include a B.S. and M.B.A. in Finance from Boston College, a Series 65 License and an Investment Foundations Program Certificate from the CFA Institute. He currently serves as a committee member on several trustee education boards, such as the FPPTA and FGFOA.




Christine TurnerCristine Turner

Manager of Client Relations
23 Years of Investment Experience

Ms. Turner is the Manager of Client Relations at Sawgrass, responsible for the oversight of the overall client service experience. She also coordinates a variety of Sawgrass marketing efforts, including the firm’s marketing materials, presentations, performance reporting, responses to request for proposals and consultant questionnaires, and conference and event planning. Prior to Sawgrass, she spent five years at Barnett Capital Advisors, Inc. assisting their institutional investment managers and sales professionals with client and product information.

Her educational accomplishments include a B.B.A. with a concentration in Finance from The University of North Florida. Additional achievements include a Series 65 License, a Certified Public Pension Trustee designation from the Florida Public Pension Trustees Association and an Investment Foundations Program Certificate from the CFA Institute.




Gregory GoschGregg Gosch

Institutional Client Services
9 Years of Investment Experience/23 Years of Client Service Experience

Mr. Gosch is a Client Service professional at Sawgrass, responsible for a select group of clients providing quarterly investment reviews, market insights and trustee/board education issues. Prior to Sawgrass, he spent 13 years with such firms as Comsys, Inc., MPS Group and Allegis Group as Managing Director responsible for client relationship operations with such clients as Merrill Lynch, State Farm Insurance, JP Morgan Chase, Fidelity National Financial, Goldman Sachs, and HSBC.

His educational accomplishments include a B.A. from Eastern Illinois University, a Series 65 License and an Investment Foundations Program Certificate from the CFA Institute.




Lori BaylerLori Bayler

Marketing & Client Service
14 Years of Investment Experience

Ms. Bayler is a Marketing & Client Service associate at Sawgrass, responsible for a variety of sales, marketing and client service efforts, including the firm’s marketing materials, presentations, responses to request for proposals and consultant questionnaires, and database maintenance.

Her educational accomplishments include graduating Summa Cum Laude and with Baccalaureate Honors with a B.B.A. in Marketing & Management from the University of North Florida.

 



 

Christina GreenChristina Green

Marketing & Client Service
3 Years of Investment Experience/12 Years of Marketing and Client Service Experience

Ms. Green is a Marketing & Client Service associate at Sawgrass, responsible for sales, marketing and client service efforts, including the firm’s marketing materials, presentations, responses to requests for proposals, email communications and website maintenance. Prior to joining Sawgrass, she spent nine years in such roles as content editor, business analyst and program manager.

Her educational accomplishments include graduating with a B.S. in Communications from the University of Florida and an M.B.A. from Chatham University.

 

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