Focused on financial underwriting and portfolio management at MONTICELLOAM, LLC, Joe joined the firm in March 2016. Mr. Borenstein has over 8 years of financial analysis, accounting, and tax advisory experience focused primarily on alternative investments. Prior to joining MONTICELLOAM, LLC, Mr. Borenstein worked at KPMG. Mr. Borenstein is a licensed Certified Public Accountant in New York State and holds a Bachelor’s of Science degree in Accounting from Binghamton University.
Current role