Henry Monaco, MS, has accumulated extensive experience in the finance and wealth management sectors. Currently serving as a Client Services Associate at Fi-Tek Wealth Solutions since May 2021, Henry previously completed a Financial Analyst Internship at Asterion Wealth Advisory Group, where recognition of gaps in wealth management projects enhanced risk control and customer relationship management. As a Fundamental Analyst and Morningstar Liaison for the Iona College Endowment Fund, Henry conducted comprehensive industry analysis and developed a discounted cash flow model. Earlier experience includes serving as a Summer Financial Analyst at Ditch Plains Capital Management, where analysis of clinical phase trial data aided in identifying investment opportunities in the Pharma industry. Henry holds a Master’s degree in Finance with a focus on Equity Research from Iona University, complemented by a Bachelor’s degree from the same institution.
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