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.