Wayne J. Archambo, CFA – General Partner, Portfolio ManagerMr. Archambo founded Monarch Partners Asset Management LLC in January 2010. He is the lead portfolio manager and equity analyst on all three investment strategies. Prior to starting Monarch Partners, Mr. Archambo was a Lead Portfolio Manager and Managing Director with Blackrock, Inc. Mr. Archambo served across the organization as:
Deb Donahue – Partner
Ms. Donahue is Chief Operating Officer and Head of Trading at Monarch Partners Asset Management LLC. Prior to joining Monarch Partners Asset Management, Ms. Donahue was a Director in Equity Trading at BlackRock, Inc. for five years where she primarily traded Small Cap and Mid Cap stocks. Previously she was a Principal at Boston Partners Asset Management where she was an equity trader for institutional accounts, mutual funds and hedge funds, trading Large, Mid and Small Cap stocks. Prior to that she worked at Evergreen Keystone Investments for 10 years where she held positions in domestic and international trading, foreign exchange trading, quantitative research and portfolio management in the privately managed separate accounts area. Deb is a member of the Boston Security Trader’s Association. She earned a Bachelors Degree in Business Administration from the University of Massachusetts at Amherst.
Jane Liou Li – Partner
Ms. Li is an Equity Investment Analyst at Monarch Partners Asset Management LLC. Prior to joining Monarch Partners, Jane Liou Li was an analyst and fund manager at Fidelity Investments. She was a member of the technology research team and managed the IT Services Select Fund. Prior to managing Select IT Services, Jane was a member of the Capital Appreciation team supporting Contrafund and Magellan Fund. Previously, she had been an analyst at SPO Partners, a private equity firm, and before that at Goldman Sachs. Jane earned her B.S. in Business from the University of California, at Berkeley and her MBA from Stanford Graduate School of Business.
Sean M. Greely, CFA – Partner
Mr. Greely is an Equity Investment Analyst at Monarch Partners Asset Management LLC. Prior to joining Monarch Partners, Sean was a principal at Baltimore Capital Management and the BCM Financial Services Fund, Ltd. Prior to BCM he was an Analyst and Portfolio Manager at Hillman Capital Management, Inc. Sean earned his B.A. in Computer Science and Economics from Tufts University. He holds the CFA designation and is a member of the Boston Security Analysts Society.
David E. Borah, CFA – Partner
Mr. Borah is an Equity Investment Analyst at Monarch Partners Asset Management LLC. Prior to joining Monarch Partners, David was at The Boston Company as a Senior Analyst and Portfolio Manager. Prior to The Boston Company, David spent nearly 10 years as a Partner and Analyst at Century Capital Management. Prior to Century Capital, David was an Analyst at Pilgrim Baxter & Associates. David earned his B.A. in History from Brown University and his M.B.A. from the Cornell Johnson Graduate School of Management. He holds the CFA designation.
Richard Johannes, CFA – Research Analyst
Mr. Johannes is an Equity Investment Analyst at Monarch Partners Asset Management LLC. Prior to joining Monarch Partners, Richard was at Putnam Investments as an Equity Analyst for 10 years focusing on Small Cap investing. Prior to Putnam Investments, Richard was at Boston Partners, LLC as an Equity Analyst and Co-Portfolio Manager for 5 years. Richard earned his B.S. from The University of Oklahoma and his M.B.A. from the Kenan-Flagler Business School at The University of North Carolina. He holds the CFA and CMT designation.
Mr. Lawlor serves as the Sales and Consultant Relations Representative, and is also the Chief Compliance officer at the firm. Prior to joining Monarch Partners, Mr. Lawlor was a co-founder and Chief Operating Officer of Prides Capital LLC, a small/micro capitalization investment firm that specialized in activist investing. At Prides Capital, Mr. Lawlor oversaw all non-investment functions at the firm, including operations, finance, compliance, along with marketing and client service. Prior to joining Prides Capital in 2004, Mr. Lawlor was Partner and Managing Director of Boston Partners Asset Management, a subsidiary of Robeco USA, since 1995. Mr. Lawlor’s responsibilities included oversight of the Boston Partners Family of Funds as well as client service and sales responsibilities for institutional plan sponsors in the southeastern part of the United States. Prior to that he spent four years at The Boston Company. Mr. Lawlor earned his B.S. in Finance from Babson College in 1990.
So Chong Yi
Ms. Yi is a Portfolio Analyst at Monarch Partners Asset Management LLC. Prior to joining Monarch Partners in 2015, Ms. Yi worked at BlackRock for 13 years. Her most current role was a Director in the BlackRock Platform and Innovations (BPI) group where she co-lead the Global Fundamental Equity group. Ms. Yi was also a member of the Market Analytics team as well as BlackRock's Small and Mid Cap Value Equity team, where she was focused on portfolio management and quantitative analysis. Before joining BlackRock in 2002, Ms. Yi was an Associate Quantitative Analyst at Boston Partners Asset Management, LP (BPAM). She began her career at BPAM in 1998 and worked in the Sales and Marketing and Operations departments before moving to the Quantitative Research team in 2000.
Alexander E. Archambo
Mr. Archambo is a Trading and Operations Analyst at Monarch Partners Asset Management LLC. Alex has been working at Monarch Partners in Operations and Trading since its inception in 2010. He earned his B.S in Finance from Providence College in 2014.
Ms. Ward is a Sales and Marketing Analyst at Monarch Partners Asset Management LLC. Prior to joining Monarch Partners, Leslie was at J.P. Morgan Private Bank working in Finance and Business Administration. Leslie earned her B.A. in Sociology from Dickinson College in 2012.