Monticello Associates
Steve Angelo is a seasoned finance professional with extensive experience in performance analysis, investment accounting, and portfolio management. Currently serving as a Performance Analyst at Monticello Associates since October 2017, Steve previously held roles at SEI Archway as an Investment Accountant and at WealthTouch, Inc. as an Investment Analyst. Earlier career experiences include positions as an Intercompany Accountant at Fox Interactive Media and a Staff Accountant at Red Car Inc. Steve holds a Master's degree in Securities Analysis and Portfolio Management from Creighton University and a Bachelor's degree in Business Administration with a focus on Finance from California State University, Northridge.
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.