About the Founder
Mr. Monroe has over 30 years of financial and investment management experience managing assets for affluent investors. He currently serves a President of Monroe Capital Partners (2013-Present) and concurrently held the same roles at Capes Capital Management (2013-2018). Prior to his founding MCP, Mr. Monroe served as the President of Chesapeake Investment Group (2008-2013) the holding company for the wealth management firm Chesapeake Financial Group, Inc. (1998-2013) and Chesapeake Trust Company, Inc. He also served as an Investment Advisor for Fidelity Investment's Portfolio Advisory Services and a Trader for Fidelity's Premium Services (1993-1998). Mr. Monroe is a frequent instructor at William and Mary's Osher Institute teaching Behavioral Finance.
Mr. Monroe is a graduate of North Carolina State University where he earned B.S. degrees in both Economics (1988) and Statistics (1989). He is a CFA Charterholder (CFA®) and holds the Certificate of Investment Performance Measurement designation (CIPM®). He is a member of the CFA Institute.
From Paul Smith, CFA
President & CEO CFA Institute
Brief Work History
Founder and President
Monroe Capital Partners, LLC
President and Chief Investment Officer
Chesapeake Investment Group, Inc.
Portfolio Advisory Services