About the Firm: Sawgrass Professionals: Sales & Marketing

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Brian K. Monroe
Principal, Director of Sales & Marketing
20 Years of Investment Experience

Mr. Monroe is a founding Principal of Sawgrass Asset Management and serves as the firm’s Director of Sales & Marketing. He is responsible for all new business development and marketing efforts for Sawgrass and serves on the firm’s management committee. Prior to Sawgrass, Mr. Monroe was directly responsible for all national market sales and new business development at Barnett Asset Management. He also developed and served client and consultant relationships in the Florida and national marketplace. His previous experience also includes working with SEI Capital Resources in their New York City office where he served as Primary Consultant to institutional plan sponsors in the corporate endowment, foundation, Taft-Hartley and hospital industries for over five years. Mr. Monroe earned his B.S. and M.B.A. in Finance from Providence College and currently serves as a committee member for the Association of Investment Management Sales Executives (AIMSE). Mr. Monroe also holds a Series 65.

Chris J. Greco
Partner, Institutional Marketing and Client Service
14 Years of Investment Experience

Mr. Greco is a Partner at Sawgrass Asset Management and is responsible for institutional marketing and client service. Mr. Greco is responsible for initiating and maintaining new relationships with state retirement plans, corporations, foundations, endowments and health care entities. In addition, he covers a select group of consultants in the United States. Prior to Sawgrass, Mr. Greco was the Vice President of Institutional Sales for Clover Capital Management and marketed institutional products to plan sponsors at Fidelity Investments. Mr. Greco received his B.S. and M.B.A. in Finance from Boston College. Mr. Greco also holds a Series 65.

Gregory Gosch
Client Relationship Manager
13 Years of Client Service Experience

Mr. Gosch is a Client Relationship Manager at Sawgrass Asset Management and his responsibilities include initiating and maintaining institutional client servicing efforts. He works directly with a select group of clients providing quarterly investment reviews, market insights and trustee/board education issues. Prior to Sawgrass, Mr. Gosch was Managing Director at Comsys, Inc., responsible for client relationship operations with such clients as Merrill Lynch, State Farm Insurance, JP Morgan Chase, Fidelity National Financial, Goldman Sachs, HSBC, and many more. He brings over 13 years of client relationship management experience to Sawgrass. Mr. Gosch holds a B.A. from Eastern Illinois University and holds a Series 65.

Cristine M. Turner
Associate, Sales & Marketing
14 Years of Investment Experience

Ms. Turner serves as an associate with the firm’s sales & marketing team. She is responsible for a variety of Sawgrass Asset Management’s marketing efforts, including the firm’s marketing materials, presentations, performance reporting and responses to request for proposals and consultant questionnaires. Prior to joining Sawgrass, she spent five years at Barnett Capital Advisors, Inc. assisting their institutional investment managers and sales professionals with client presentations and product materials. Ms. Turner has a B.B.A. with a concentration in Finance from The University of North Florida and holds a Series 65.

Lori D. Bayler
Associate, Sales & Marketing
5 Years of Investment Experience

Ms. Bayler serves as an associate with the firm’s sales & marketing team. She is responsible for a variety of sales and marketing efforts, including the firm’s marketing materials, presentations, conference facilitating and database maintenance. Ms. Bayler graduated Summa Cum Laude and with Baccalaureate Honors from the University of North Florida with a B.B.A. in Marketing & Management.