About
Joe Monahan is Managing Partner, Portfolio Manager, and Research Analyst at Conestoga Capital Advisors, LLC, based in Wayne, Pennsylvania. In his role, he is responsible for overseeing investment strategies and research activities, with a focus on identifying high-quality growth companies for client portfolios.
Monahan primarily concentrates on U.S. small- and mid-cap equities, applying a fundamental research approach to sectors such as healthcare, technology, consumer, and industrials. His investment work is characterized by a disciplined bottom-up process, seeking companies with strong financials and sustainable business models.
With decades of industry experience, Monahan holds the Chartered Financial Analyst (CFA) designation, reflecting his expertise in investment management and equity research. He has significantly contributed to Conestoga's reputation as a dedicated growth equity manager and continues to influence the industry through rigorous analysis and leadership.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Conestoga Capital Advisors | Managing Director | Dec 2008 to Present | — |
| McHugh Associates | Senior Vice President | Apr 2001 to Dec 2008 | — |
| Pitcairn Trust Company | Senior Vice President | Jan 1982 to Jan 2001 | — |
Education
Temple University
MBA, Finance
1985 — 1987
Penn State University
BS, accounting
1977 — 1982
Others at Conestoga Capital Advisors, LLC (6)
| Name | Role | Location |
|---|---|---|
 | Managing Partner | Wayne, PA , United States |
D David Neiderer | Co-Portfolio Manager, Micro Cap Growth | Berwyn, PA , United States |
D Derek Johnston | Co-Portfolio Manager, Smid Cap Growth | Wayne, PA , United States |
 | Equity Analyst | Norristown, PA , United States |
| Managing Partner - President | Wayne, PA , United States | |
 | Jr Research Analyst | Philadelphia, PA , United States |