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Monticello Associates
Monticello Associates provides highly specialized, non-discretionary investment advisory services to prominent foundations, endowments and family offices.
Monticello Associates
Monticello Associates provides highly specialized, non-discretionary investment advisory services to prominent foundations, endowments and family offices. Its experienced team has worked closely together with minimal turnover across over 30 years of business, providing stability for clients pursuing long-term objectives.
General information
Firm type
RIA
Year founded
1992
Principals
B. Grady Durham
Founder/Executive Chairman
Amanda L. Adams
Managing Director
Donavan Brown
Director
Montgomery C. Cleworth
CFA, Senior Advisor
Adler da Cunha
Director
W. Christopher Doyle
Managing Director
Eric Duffy
Director
Milgo Galaydh
CFA, Director
Steven E. Halvorsen
CFA, Managing Director
Brian P. Harrigan
CFA, Managing Director
John E. Harvan III
CFA, Managing Director
Westley M. Hays
Managing Director
William C. Howard
CFA, Managing Director
Joseph V. Krawczak
CFA, Managing Director
Andrew Kriete
Director
R. Nate Mease
CFA, Director
Kevin Notaro
Director
Jeffrey D. Sletten
Managing Director
Patrick F. Sullivan
J.D., Senior Managing Director
Andrew G. Terborgh
CFA, Senior Managing Director
Kevin A. Zimmerman
Managing Director
Sector focus
Frequently asked questions
What is Monticello Associates?
Monticello Associates is a ria tracked on Altss.
When was Monticello Associates founded?
Monticello Associates was founded in 1992.
What does Altss track for Monticello Associates?
Altss maintains an OSINT-verified profile of Monticello Associates covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), and network (associations and event participation). Detailed values are available to Altss subscribers.
What is Monticello Associates's website?
Monticello Associates's public website is monticelloassociates.com. Verified contact details for principals and decision-makers are available to Altss subscribers.
What type of firm is Monticello Associates?
Monticello Associates is classified by Altss as a RIA.
How does Altss source intelligence on Monticello Associates?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
When was Monticello Associates's Altss profile last updated?
Monticello Associates's profile on Altss was last refreshed on August 11, 2026. Continuous updates are applied as new public information is verified.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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