Dave is the Chief Executive Officer of Monarch and has been since its inception in 1994. He founded the firm with three partners and is the last original man standing at the firm. Dave oversees all activities at Monarch and co-manages portfolios and client relationships. (more)
John is President and Chief Investment Officer, although his primary job is to serve clients as Portfolio Manager. While he started picking stocks in middle school, his professional career began in 1994 managing part of the State of Wisconsin Investment Board in the Applied Security Analysis Program (ASAP) at the University of Wisconsin-Madison. (more)
Teresa Tracey wears many hats for Monarch as our VP, Secretary/Treasurer, and Chief Financial Officer. She enjoys the varied and challenging nature of our day to day business, but her top priority is always to provide exceptional customer service to our clients and ensure their financial needs are met. (more)
Vicki Bandor Braun serves as Chief Compliance Officer for Monarch. She is responsible for regulatory compliance, including implementation and ongoing oversight of Monarch’s compliance program by identifying and managing regulatory risk. (more)
George Donner, a Portfolio Manager for Monarch since 1998, started his investment career in the Trust Department at Fort Wayne National Bank, working for David Meyer. George is fascinated by the challenge of recognizing high-quality companies, focusing on a company’s management, earnings and profitability. (more)
Noel Knox, Financial Advisor, focuses on forging new and innovative strategies to help our clients make sound financial decisions to reach their personal and retirement goals. He joined Monarch in 2006 and enjoys getting to understand individual clients’ financial goals and dreams. (more)
Adam Beard has been an Investment Analyst with Monarch since 2019. He is responsible for performing due diligence on investments by analyzing earnings prospects, financial statements, and company specific developments. He supports the portfolio managers in the areas of market industry research, strategy, and economics research. (more)
Stephanie Deck, Client Service Administrator, is always ready and able to assist our clients with day-to-day business needs. She has a BA in Organizational Leadership and Supervision from Indiana University-Purdue University Fort Wayne with a minor in Communications. (more)
Elizabeth Freck joined Monarch in 2020, and is a Client Service Administrator. Her dedication to provide excellent customer service allows her to assist clients and staff. She has most enjoyed learning about the market and all the moving parts that can influence it. (more)
Katherine Moenter is responsible for Foundation Services and has been since she joined Monarch in 2006. She has a BA from DePauw University and an MBA from Indiana University. Her love for the community has driven her to be a Camp Director, Aquatics Director and a Program Director for the Boy Scouts and Girl Scouts. (more)