William Howard

Partner | Managing Director at Monticello Associates

William Howard, CFA has over 20 years of work experience in the finance industry. William is currently a Partner and Managing Director at Monticello Associates since November 2017. Previously, they worked at Callan LLC as a Senior Vice President from February 2001 to October 2017. Before that, they were a Research Analyst at Pritchard Investment Management from November 1998 to April 2000. William also has experience as a Portfolio Analyst at Hulbert Financial Digest from January 1997 to June 1998.

William Howard, CFA obtained their Bachelor of Arts degree in Economics from Vanderbilt University from 1993 to 1996. William then pursued their Master of Business Administration degree in Real Estate from the University of Denver - Daniels College of Business from 2005 to 2008. In addition, they hold the Chartered Financial Analyst (CFA) certification from the CFA Institute, though the month and year of its attainment are not provided.

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Timeline

  • Partner | Managing Director

    November, 2017 - present