Sawgrass Family

Our firm’s core group of investment professionals has worked together for more than two decades, as Sawgrass Asset Management was founded by its principals Andrew Cantor, Dean McQuiddy, and Brian Monroe.

Since the founding of Sawgrass, our commitment has been to build a firm that is client focused while providing consistent investment management through various market environments. The main factor in providing our clients with such consistency is our 100% employee ownership. This ownership structure specifically aligns our goals with those of our clients and has also assisted in Sawgrass’ ability to retain all investments professionals since our founding.

Management Team

The management team at Sawgrass is comprised of five senior principal and partners. The team meets weekly to manage the day-to-day business of the firm and to determine the best allocation of resources among the various business departments. The team is also assigned to manage and implement the firm’s short- and long-term goals.

Equity Team

The Equity team is lead by the firm’s co-founder, Dean McQuiddy CFA, who serves as the Director of Equities. The group meets regularly and is responsible for directing and managing the firm’s equity assets. The team has over 200+ combined years of investment experience, with the average team member having more than 20 years of investment experience.

Fixed Income Team

The Fixed Income team is lead by the firm’s partner, David Furfine, CFA, who serves as the Director of Fixed Income. The group meets regularly and is responsible for directing and managing the firm’s fixed income assets. All of the team’s members have their CFA designation.

Marketing & Client Service Team

The Marketing & Client Service team at Sawgrass is lead by co-founding principal, Brian Monroe, MBA, who serves as the Director of Marketing and Client Service. The team meets regularly to manage the day-to-day marketing and client service functions of the firm and is responsible for all new business development. The group also directs the firm’s communications to our current clients and new prospects.

Trading, Operations & Technology Teams

The Trading and Operations team work hand-in-hand with the daily management of trading the firm’s equity securities and direct interaction with our client’s bank custodians.  Sawgrass handles relationships with more than 30 different banks and multiple broker-dealers.

Our Technology team is lead by Alicia Dator, the firm’s Director of Technology. With our full-time partner BoxMeta, she and her team direct and maintain all of the firm’s technology initiatives. The team also handles all of the firm’s Business Continuity Plans, as well safeguarding our client’s data from cyber security threats.

Compliance Team

Our Compliance team is responsible for the ongoing adherence to the firm’s regulatory and industry best practices and to assist and maintain the company’s culture of compliance. The team works in conjunction with the firm’s full-time compliance consultant, RRS, to handle all day-to-day compliance issues and to administer the company’s annual self-compliance audit.

Sawgrass Compliance Team