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.