Kathleen A. Monks - Senior Analyst
Kathleen A. Monks is a Senior Analyst at Fireman Capital Advisors. She is responsible for conducting manager due diligence and portfolio construction. Kate brings over ten years of experience conducting investment research and providing investment consulting services to high net worth clients. Prior to joining Fireman Capital Advisors she was a Director at RINET Company and a senior member of the Investment Strategies Group where she was responsible for portfolio construction and conducting investment research and due diligence on both traditional and alternative investments. In addition to her research responsibilities, Kate provided investment consulting services to RINET’s high net worth clients. In June of 2003, Kate joined RINET from a Manager position in the Private Client Advisors/Investment Consulting Services practice at Deloitte & Touche LLP in Boston. Kate is a CFA Charterholder, a member of CFA Institute and the Boston Security Analyst Society (BSAS). Kate is an active member on a number of programming committees for the BSAS. She earned both a Masters of Science in Accounting and Bachelors of Science in Finance from the Syracuse University School of Management.