Monticello Associates
Joe Krawczak, CFA has extensive work experience in the finance industry. Joe began their career as an intern at Century Securities Associates in 2010. Joe then joined Longbow Research as an Equity Analyst, where they worked until 2013. Following that, they worked at Zelman Capital as a Senior Analyst from 2013 to 2017. Currently, they hold the position of Managing Director at Monticello Associates, starting from September 2017.
Joe Krawczak, CFA holds a Bachelor of Science degree in Finance and Business Economics from the University of Dayton. Joe is also a CFA Charterholder, having obtained their certification from the CFA Institute. No further information regarding the specific dates of the degree and certification completion have been provided.
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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.