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.  

Consulting

Investment Management

Monticello Associates

Grady Durham

Monty Cleworth

John Harvan

Joe Krawczak

Jeff Sletten

Erik Skagen

Erika Olson

Eric Riedlin

Brian Harrigan Cfa

Andrew Kriete

Wes Hays

Amanda Adams

Teresa Swartz

Mike Rinken

The Investment Team at Monticello Associates is responsible for providing comprehensive investment advisory services tailored to the needs of foundations, endowments, and family offices. This team conducts in-depth research, analyzes private equity and hedged equity opportunities, and develops investment strategies to optimize portfolios. Their collaborative approach ensures that clients receive data-driven insights and recommendations to achieve their financial objectives.

Investment Team

Leadership Team

Executive Management

Investment Team

About

Team members

Other teams at Monticello Associates

Leadership Team

Executive Management