Eric Burkard

Performance Analyst at Monticello Associates

Eric Burkard is an experienced finance professional with a strong background in fund accounting and performance analysis. Currently serving as a Performance Analyst at Monticello Associates since March 2019, Burkard previously worked as a Senior Fund Accountant at ALPS, where responsibilities included daily reconciliations, net asset value calculations, and support for financial reporting and audits. Prior roles at U.S. Bank involved fund accounting, securities operations, and customer service, further solidifying expertise in financial processes. Beginning a career in banking at JPMorgan Chase & Co., Burkard holds a Bachelor's Degree in Business Administration with a focus on Marketing from the Lubar College of Business.

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Milwaukee, United States

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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.