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Monongahela All Cap Value Fund (0P0000Y4K5)

US Funds

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20.840 -0.220 -1.04%

02/09 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 37.23M

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0P0000Y4K5 Overview

On this page you'll find an in-depth profile of Monongahela All Cap Value Fund. Learn about the key management, total assets, investment strategy and contact information of 0P0000Y4K5 among other information.

Contact Information

Address P.O. Box 588
Portland,ME 04112
United States

Phone (855) 392-9331

Web www.Moncapfund.com

Top Executives

Name	Title	Since	Until
Michael C. Rodgers	Co-Manager	2013	Now
Biography	Michael C. Rodgers is the Co-Manager of the Monongahela All Cap Value Fund. Michael is a Director at Rodgers Brothers, Inc. He is a portfolio manager for equity and fixed-income portfolios for individuals and institutional privately managed accounts at Monongahela Capital Management. Michael is the brother of Mark Rodgers and Gary Rodgers. Michael joined Rodgers Brothers, Inc. in 1998. Prior to joining Rodgers Brothers, Inc., Michael worked for Barclays Bank PLC from 1983 to 1998 in a variety of corporation finance positions. Michael has approximately 30 years of finance and investment experience. Michael attended the Pennsylvania State University and graduated with a BS in 1980. In 1982 Mr. Rodgers completed an MBA in Finance at Bowling Green State University. In 1990, Mr. Rodgers completed a MS in Real Estate at New York University's School of Continuing Education.
Mark Rodgers	Co-Manager	2013	Now
Biography	Mark Rodgers is the Co-Manager of the Monongahela All Cap Value Fund. Mark is President of Rodgers Brothers, Inc. d/b/a Monongahela Capital Management and the President of Monongahela Capital Management. He is portfolio manager for equity and fixed-income portfolios for individuals and institutional privately managed accounts. In 1985, Mark co-founded Rodgers Brothers, Inc. with his brother Gary Rodgers, the current CEO of Rodgers Brothers. For the six years prior to the formation of Rodgers Brothers, Inc., he was a Vice President and a registered representative of Legg, Mason, Masten Co. (formerly AE Masten,) a broker/dealer in Pittsburgh, Pennsylvania. Mark is also a founder and director of Aligned Partners Trust Company, a Pittsburgh based trust company formed in 1998. Mark has more than 34 years of investment management experience. He is extensively involved in all aspects of research with respect to capital markets and a wide range of industries, individual security selection and portfolio construction. Mark is a Certified Public Accountant (inactive) and graduated from Pennsylvania State University in 1976 with a BS in accounting.

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