Bill Monaghan

Bill Monaghan, CAIA

Portfolio Manager,
CVR Dynamic Allocation Fund

 
Prior to co-founding CVR, Bill spent three years as a partner with CTC Consulting providing investment advice to high net worth families, multi-family offices & foundations. Bill was a voting member of the Investment Committee at CTC. He holds the Chartered Alternative Investment Analyst (CAIA) designation and is a past President of the Boston CAIA Chapter.

Bill graduated from Trinity College in 1989 and received a Masters in Business Administration from The Kellogg School of Management in 1997.

Experience

2013 – Present
CVR Portfolio Funds

2010 – 2013
Partner, Senior Consultant, CTC Consulting

2008 – 2010
Founder & Chief Investment Officer, Pinyon Peak Capital Management

2001 – 2008
Chief Investment Officer, Fernwood Advisors, Inc.

Additional Experience
J.H. Whitney, Private Capital Partners and Donaldson, Lufkin & Jenrette

Education

Chartered Alternative Investment Analyst (CAIA)
2006

MBA, J.L. Kellogg Graduate School of Management
Northwestern University

BA in Economics
Trinity College