Monty Joshi Cfa

Monty Joshi, CFA, CFP, currently serves as the VP of Finance and Strategy at MerQube, where responsibilities include overseeing financial activities and securing resources for growth. As an Advisor at Transcend AI LLC, Monty contributes to an AI-based derivatives hedge fund. Previous roles include Head of Public Investments at Compound Financial, where Monty directed model portfolio development, and Chief Investment Officer at Optimal Asset Management, overseeing client portfolios with $750M AUM. Monty founded Concordance Consulting, providing investment modeling and fund-raising support for early-stage ventures. Earlier experience includes roles at Valence Energy, where Monty managed customer experience and facilitated an acquisition, and as an Investment Consultant at Alan Biller and Associates, advising institutional clients. Monty holds an MBA from the University of California, Berkeley, and a BS in Economics from the University of Chicago.