Bill Monaghan, CAIA
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.
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.
J.H. Whitney, Private Capital Partners and Donaldson, Lufkin & Jenrette
Chartered Alternative Investment Analyst (CAIA)
MBA, J.L. Kellogg Graduate School of Management
BA in Economics