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Monica Sonnier CPA, CFA

Director of Fixed Income Strategies

Monica specializes in fixed income analysis and management and has over 20 years’ experience in institutional portfolio management. Monica was most recently the head of portfolio strategies for a regional broker/dealer, serving their institutional fixed income clients with portfolio strategy development as well as development of the firm’s platform, including an online portfolio management system. Prior to that, she was the Chief Investment Officer for a banker’s bank and managed the Investment Division for the bank. She managed investment portfolios for banks, provided consulting services in investments and ALM, ran the bank’s ALM reporting service bureau and managed the operational area supporting safekeeping, trading and portfolio accounting services. Monica also spent eight years as the portfolio manager and funding manager at a large regional bank, managing a portfolio of over $2 billion in Government, Agency, Municipal, Corporate, Mortgage-Backed and Money Market securities.

She began her career in public accounting with a CPA firm, specializing in audits of financial institutions. Monica is currently on the AICPA’s National Financial Literacy Commission, was recently on the Board of Directors of the AICPA, and has chaired the Investment Committee of the Institute. Monica studied Accounting at Louisiana State University and later obtained her CPA and CFA certifications. She is also licensed in series 7, 24, 28, 63, and 65.