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Monticello Associates
Monticello Associates provides highly specialized, non-discretionary investment advisory services to prominent foundations, endowments and family offices.
Overview
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
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