Meet the Team
With over 40 years experience managing and evaluating portfolios, Dave understands market cycles and the importance of patience. He began his career at Fort Wayne National Bank and continued as a founding partner of Monarch in 1994. He received BS and MA degrees from Ball State University.
With over 20 years experience structuring and monitoring portfolios, George recognizes high-quality companies and focuses on their earnings and shareholder income. He began his career at Fort Wayne National Bank and joined Monarch in 1998. He has a PhD from Massachusetts Institute of Technology and an AB degree from Princeton University.
Noel focuses on expertly connecting with, advising, and supporting clients in investment, trust, and all life matters. After being awarded an MBA and a JD from Indiana University in Bloomington, he embarked on a professional career in investment management and trust services with large financial institutions in Columbus, Dayton, and Cincinnati, Ohio, as well as in Fort Wayne. Noel joined Monarch in 2006 and promises each client that he will devote as much time and effort as it takes for them to achieve and maintain their financial peace of mind. (more)
With over 15 years experience in equity research and portfolio strategy, John knows how to analyze companies and crunch the important numbers to determine the best strategy for success. He was an analyst with Salomon Smith Barney and Frye-Louis Capital Management before joining Monarch in 2000. He has a BA from DePauw University and an MS from the University of Wisconsin. (more)
Katherine is responsible for foundation services. She has a BA from DePauw University and an MBA from Indiana University and joined Monarch at the beginning of 2006.
Mallory manages many aspects of operations and trading and is usually the first point of contact for our clients. She is a graduate of Middle Tennessee State University where she received a degree in Organizational Leadership. A Tennessee native, Mallory and her husband relocated to Fort Wayne in 2011. She is an active member of the Junior League of Fort Wayne and the Crohn’s and Colitis Foundation of America, and now calls Northeast Indiana home. Mallory joined Monarch in 2014 and enjoys assisting clients with their day-to-day needs.
Teresa is Monarch’s S.E.C. Compliance Officer, Treasurer and an administrator for individual and corporate accounts. She is a native of the greater Fort Wayne area and has 18 years experience in trust account administration previously with Fort Wayne National Bank and National City Bank. Teresa has a BS degree in Finance from Ball State University with an additional concentration in accounting. She joined Monarch in 2015.