Monticello Associates
Brian Harrigan, CFA, CPA began their professional career at National City in 2000 as an Auditor and eventually became a Senior Auditor. Brian then joined Harris Bank in 2004 as an Auditor and worked there until 2008. In 2008, they joined Monticello Associates and started as a Senior Investment Analyst. Brian later became the Managing Director in 2013.
Brian Harrigan, CFA, CPA, holds a Master of Business Administration (MBA) degree from The University of Chicago Booth School of Business. Brian attended the school from 2005 to 2008, specializing in Analytical Finance, Accounting, and Statistics. Prior to their MBA, Brian obtained a Bachelor of Science (B.S.) degree in Finance and Accounting from Miami University, graduating between 1996 and 2000.
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Monticello Associates
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Monticello Associates is an independent asset management consulting firm providing non-discretionary investment advisory services to foundations, endowments and family offices. The firm is headquartered in Denver, CO with additional offices in Cleveland, OH, Boston, MA, and Washington DC.