Monticello Associates
Jessica Maliszewski is a seasoned finance professional with over 20 years of experience in various accounting and analytical roles. Currently serving as a Sr. Performance Analyst at Monticello Associates since January 2015, Jessica has previously held key positions such as Trust & Investments Senior Revenue Analyst at Private Wealth Management & Trust and Sr. Staff Accountant at New Frontier Media. Jessica's expertise encompasses investment and trust account billing, financial analysis, revenue forecasting, and general ledger reconciliation, complemented by a Bachelor of Arts in Business Management from Metropolitan State University of Denver. Jessica's extensive background also includes portfolio accounting and trust operations, showcasing a strong foundation in finance and accounting practices.
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.