Monticello Associates
Ryan Carter is a skilled finance professional with extensive experience in performance analysis and financial reporting. Currently serving as a Performance Analyst at Monticello Associates since March 2022, Ryan previously held the position of Budget Analyst at Douglas County School District from April 2021 to March 2022. Prior to that, Ryan spent over a decade at Brown Brothers Harriman as a Senior Performance Measurement Analyst, working with high-profile clients such as OppenheimerFunds and Citigroup. Earlier in the career, Ryan was a Fund Accounting Analyst at OppenheimerFunds, responsible for financial reporting and performance figures for mutual funds. Ryan holds a Bachelor's degree in Finance and Real Estate from the University of Denver, earned in 2005.
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.