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Sara Mongerson
Managing Director Of Investor Relations at Smith Group Asset Management
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Work Experience
Managing Director Of Investor Relations
Jan 2019 - Present · 6 years
Principal, Head Of Marketing
Jan 2015 - Apr 2018 · 3 years and 3 months
de luna partners
Partner
Sep 2011 - Jan 2015 · 3 years and 4 months
Company Details
Smith Group Asset Management is a business of Cantor Fitzgerald Investment Advisors. Based in Dallas, Texas we are dedicated to providing high quality investment management service to a limited number of institutional and high net worth clients. The firm's team of experienced investment professionals, all of whom possesses advanced degrees and/or hold the Chartered Financial Analyst designation, implements a repetitive, multi-step engineering approach to portfolio management. The firm takes a team-based approach to investing and believes that the combination of their return-stabilizing, risk management approach, with their earnings, valuation and quality focused stock selection process will produce superior portfolio results that are repeatable, less volatile, and consistent over long periods of time. To view recent publications by the Smith Group Asset Management team, please visit www.smithasset.com
Year Founded
1995
Social Media
Linkedin
Industry
Investment Management
HQ Location
100 Crescent Court Suite 1150 Dallas, Texas 75201-1898, US
Keywords
Investment ManagementAsset ManagementEquity ManagementLong/Short Equity ManagementEquity Market Neutral Management
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