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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.

Industries

Consulting, Investment Management

Headquarters

Denver, United States

Employees

Links

Org chart

Founder & President

Grady Durham

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Vice President Information Technology

Chief Operating Officer

Managing Director - Director Of Research

Partner | Managing Director

Vice President

Brian Harrigan Cfa

Managing Director

Managing Director

VP Director Of Performance Measurement

Managing Director

Managing Director

Managing Director

Senior Advisor

Teams

Leadership Team

14 members

Executive Management

12 members

Investment Team

8 members

Performance Analysis

7 members

Data and Administrative Support

4 members

Offices

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