Monticello Associates
Monty Cleworth has a strong background in the financial industry, with experience in managing director positions at Monticello Associates and Hanifen Imhoff. Prior to that, they worked as a portfolio manager at Founders Asset Management and as a vice president at First Boston Corporation.
Monty Cleworth completed their Bachelor of Arts (B.A.) degree in Economics at Amherst College, from 1978 to 1982. Monty then pursued higher education at Stanford University Graduate School of Business, where they obtained a Master of Business Administration (MBA) degree, specializing in Finance, General, from 1984 to 1986.
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.