Monticello Associates
Rossy Burgin is an experienced investment analyst with a robust background in investment research, analysis, and portfolio management. Currently serving as an Investment Analyst at Monticello Associates since March 2022, Rossy has previously held similar positions at the Fire & Police Pension Association and Perella Weinberg Partners. Prior roles also include an Investment Assistant at JP Morgan and a Senior Financial Analyst at JDS Holdings/CNL Financial Group. Early career experience includes a Financial Advisor Intern position at Merrill Lynch and a Capital Markets Associate role at Eurobank. Rossy holds an MBA in Finance from the Crummer Graduate School of Business at Rollins College and a BA in Economics from Sofia University St. Kliment Ohridski.
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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.