Sawgrass Family

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.

Meet the Management 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.

Meet the Equity 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.

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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.

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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.

Meet the Trading & Operations Team →

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.

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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.

Meet the Compliance Team →