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CFA®, Senior Portfolio Manager - Capital Advisors Group

Siobhan Monaghan

CFA®, Senior Portfolio Manager

Siobhan Monaghan manages and monitors investment portfolios based on clients’ risk tolerances, liquidity needs, and return objectives. She also consults with clients on investment strategy, portfolio activity, investment guideline modification, and performance. She joined Capital Advisors Group in 1997 and serves on the firm’s Credit and Investment committees.

Siobhan holds a business degree from Wilfrid Laurier University and a law degree from the University of Ottawa.

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