Sara Mongerson

Sara Mongerson Email and Phone Number

Chicago, IL, US
Sara Mongerson's Location
Greater Chicago Area, United States, United States
Sara Mongerson's Contact Details

Sara Mongerson personal email

About Sara Mongerson

Top investment management professional specializing in business development, strategic planning, product and concept development, client retention, and deal sourcing. Experience with both entrepreneurial boutiques and larger organizations.

Sara Mongerson's Current Company Details
Attucks Asset Management, LLC

Attucks Asset Management, Llc

View
Vice President
Chicago, IL, US
Website:
attucksfunds.com
Employees:
18
Sara Mongerson Work Experience Details
  • Attucks Asset Management, Llc
    Vice President
    Attucks Asset Management, Llc
    Chicago, Il, Us
  • Decennial Group
    Partner
    Decennial Group Sep 2022 - Mar 2024
    Chicago, Illinois, Us
    Decennial Group is an integrated investment management, real asset development, and tactical operations firm solving meaningful challenges at the center of infrastructure, energy and data technology within real assets by providing long-term capital and strategic solutions to owners and stakeholders globally.
  • Smith Group Asset Management
    Managing Director Of Investor Relations
    Smith Group Asset Management Jan 2019 - Jun 2022
    Dallas, Texas, Us
  • Hanseatic Management Services, Inc.
    Principal, Head Of Marketing
    Hanseatic Management Services, Inc. Jan 2015 - Apr 2018
    Oversaw all aspects of sales, client service, marketing, and communications initiatives across all market segments for a quantitative emerging investment manager. Member of the board of directors.
  • De Luna Partners
    Partner
    De Luna Partners Sep 2011 - Jan 2015
    Capital raising for private equity clients, and for a foreign-based multi-strategy asset manager covering consultants, family offices, fund-of-funds, endowments and foundations, public funds, and corporates.
  • Monroe Capital
    Director Of Institutional Relations
    Monroe Capital Sep 2010 - Sep 2011
    Chicago, Il, Us
    Institutional sales and client service for private debt products covering consultants, fund-of-funds, public funds, family offices, corporates, and endowments and foundations.
  • Smith Group Asset Management
    Director Of Sales And Client Service, Partner
    Smith Group Asset Management Oct 2003 - Sep 2010
    Dallas, Texas, Us
    Institutional sales and client service for quantitative investment products covering consultants, public funds, corporates, endowments and foundations, high net worth individuals.

Sara Mongerson Skills

Alternative Investments Hedge Funds Equities Asset Management Investments Fixed Income Portfolio Management Private Equity Investment Strategies Asset Managment Valuation Financial Modeling Asset Allocation Series 7 Mutual Funds Financial Analysis Due Diligence Corporate Finance Strategic Planning Mergers And Acquisitions Equity Research Leveraged Finance Capital Markets Finance Corporate Development

Sara Mongerson Education Details

  • Depaul University
    Depaul University
    International Business
  • Illinois State University
    Illinois State University
    General

Frequently Asked Questions about Sara Mongerson

What company does Sara Mongerson work for?

Sara Mongerson works for Attucks Asset Management, Llc

What is Sara Mongerson's role at the current company?

Sara Mongerson's current role is Vice President.

What is Sara Mongerson's email address?

Sara Mongerson's email address is sa****@****aol.com

What is Sara Mongerson's direct phone number?

Sara Mongerson's direct phone number is +131258*****

What schools did Sara Mongerson attend?

Sara Mongerson attended Depaul University, Illinois State University.

What skills is Sara Mongerson known for?

Sara Mongerson has skills like Alternative Investments, Hedge Funds, Equities, Asset Management, Investments, Fixed Income, Portfolio Management, Private Equity, Investment Strategies, Asset Managment, Valuation, Financial Modeling.

Who are Sara Mongerson's colleagues?

Sara Mongerson's colleagues are Cathy Sweeney, Melanie Guerrero, Joe Stelmaszek, Cfa, Mariya Nikolova, Cfa, Caia, Cesar De La Torre Jr., Rebecca Stoia, Patrick Silvestri.

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