Monticello Associates
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Monticello Associates Employees
Monticello Associates January 2009 - Present
Fiserv ISS March 2008 - January 2009
University of Colorado at Colorado Springs May 2007 - April 2008
The Soccer Stop CS February 2004 - December 2007
Mountain Perks February 2007 - May 2007
Skills
Investments, Investment Strategies, Institutional..., Bloomberg, Financial Research, Financial Results, Teamwork, Private Investment, Finance, Statistical Concepts, Financial Companies, GIPS Compliance, Alternative Investments
Education
University of Colorado Colorado Springs 2006 — 2008
MBA, Finance, International Business
University of Colorado Colorado Springs 2003 — 2006
B.S., International Business
Alden Torch Financial December 2014 - Present
Monticello Associates May 2013 - September 2014
Goldman Sachs July 2012 - January 2013
Edward Jones Investments June 2011 - August 2011
Aspen Glen Country Club May 2009 - August 2011
Green Garage October 2010 - December 2010
Skills
Microsoft Word, Microsoft Excel, Visio, PowerPoint, Oral & Written..., Interpersonal..., Organization, Time Management, Customer Service, Financial Modeling, Portfolio Management, Finance, Salesforce.com, Financial Analysis, Microsoft Office, Social Media, Management, Analysis, Event Planning, Investments, Marketing, Leadership, Public Speaking, Sales
Education
University of Colorado at Boulder 2008 — 2012
Bachelor of Science (B.S.), Finance, International Business
Universidad Pablo de Olavide 2011 — 2011
International Business and Culture
Monticello Associates Flight AttendantContinental AirlinesJuly 1996 - June 1998
Skills
Finance, Asset Allocation, Financial Analysis, Investment Strategies, Investment Management
Education
Emerson College
CTC myCFO June 2012 - Present
RiverWoods at Exeter 2009 - 2013
CTC Consulting March 2004 - June 2012
Greycourt September 2001 - February 2004
Monticello Associates January 2001 - September 2001
New England Pension Consultants 1998 - 2000
Prime, Buchholz & Associates January 1995 - October 1998
Skills
Investment Advisory..., Manager Selection, Asset Allocation, Asset Managment, Hedge Funds, Alternative Investments, Investments, Private Equity, Portfolio Management, Equities, Financial Modeling, Investment Strategies, Investment Management, Mutual Funds, Fixed Income, Asset Management, Wealth Management, Investment Advisory
Education
University of New Hampshire 1993 — 1996
BS, Business Administration
Salem High School 1989 — 1992
Alpha Asset Consulting LLC July 2002 - Present
CoBank November 1998 - March 2003
CoBank June 1997 - October 1998
Monticello Associates January 1997 - May 1997
CoBank March 1995 - October 1996
CoBank January 1985 - March 1995
Education
University of Denver - Daniels College of Business 1985 — 1987
MBA, Finance
University of Colorado Boulder - Leeds School of Business 1979 — 1983
BSBA, Finance
Monticello Associates November 2006 - Present
Founders Asset Management 2003 - 2006
Berger Financial Group LLC 2001 - 2003
Denver Investment Advisors 1995 - 2001
Education
Florida Atlantic University 1988 — 1995
BS, Accounting
University of Colorado Denver
MA, Accounting
Monticello Associates January 2009 - Present
W.C. Langley & Co December 2007 - January 2010
Liberty Tax Service January 2008 - April 2008
TD&T Financial Group September 2000 - August 2003
Education
Metropolitan State University of Denver 2006 — 2007
BS, Finance
Iowa State University - College of Business 2003 — 2006
Finance
Restoration Hardware 2003 - 2005
Restoration Hardware 2003 - 2005
US Build 2000 - 2002
Monticello Associates 1998 - 2000
USBancorp/Piper 1997 - 1998
Education
University of Denver
Bachelor of Science Degree, Finance
Monticello Associates July 2007 - Present
Keefe, Bruyette & Woods August 2005 - August 2007
Dreyfus April 2003 - May 2005
Deutsche Bank October 1998 - September 2000
Och-Ziff Capital Management September 1996 - September 1998
Skills
Hedge Funds, Investments, Equities, Asset Management, Financial Modeling, Capital Markets, Portfolio Management, Fixed Income, Trading, Alternative Investments, Asset Allocation, Consulting, Bloomberg, Equity Research
Education
Hobart and William Smith Colleges 1992 — 1996
Bachelor's degree, English Language and Literature, General
Greens Farms Academy 1982 — 1992
Michaud Capital Management December 2011 - Present
Prairie Capital January 2010 - December 2011
Monticello Associates January 2007 - January 2010
Fidelity Investments November 2003 - January 2007
Fidelity Capital July 2002 - November 2003
Fidelity Capital Markets July 1996 - September 2000
Education
Kellogg School of Management 2000 — 2002
MBA
Bowdoin College 1990 — 1994
A.B.
Portsmouth Abbey School
Monticello Associates 2007 - Present
HBK Europe Management LLP 2005 - 2007
HBK Capital Management 2003 - 2007
HBK Investments 2001 - 2007
XYZ Capital Management 2001 - 2007
New Brunswick Dept. of Transportation January 1997 - September 1999
Skills
SQL Server, Hedge Funds, Software Development, Microsoft SQL Server, Enterprise Architecture, Data Center, Disaster Recovery, Virtualization, IT Strategy, Integration, Cloud Computing, Unix, Business Analysis, Leadership, Linux, Project Management, Asset Management, Vendor Management, Management
Education
University of New Brunswick 1995 — 2001
Bachelor of Science (B.S.), Computer Science
Antigonish East High School 1990 — 1995
Bachelor of Science, Computer Science
Monticello Associates Vice PresidentFirst Boston Corporation1986 - 1992
First Boston Corporation 1986 - 1992
First Boston Corporation 1986 - 1992
Skills
Alternative Investments, Hedge Funds, Asset Management, Equities, Investment Management, Asset Allocation, Investments, Valuation
Education
Stanford Graduate School of Business 1984 — 1986
Master of Business Administration (MBA), Finance, General
Amherst College 1978 — 1982
Bachelor of Arts (B.A.), Economics
Monticello Associates September 2007 - Present
Davenport & Company LLC 2001 - 2005
Education
University of Virginia Darden School of Business 2005 — 2007
Trinity College-Hartford 1996 — 2000
Monticello Associates October 2003 - Present
Education
The University of Kansas 1995 — 1999
Manual HS
Monticello Associates January 2013 - Present
Monticello Associates September 2008 - December 2012
Harris Bank 2004 - 2008
National City 2000 - 2005
National City Bank June 2000 - October 2004
Skills
Asset Allocation, Due Diligence, Auditing, Hedge Funds, Financial Modeling, Alternative Investments, Asset Management, Portfolio Management, Equities, Investments, Financial Analysis, Valuation
Education
The University of Chicago Booth School of Business 2005 — 2008
MBA, Analytical Finance, Accounting, & Statistics
Miami University 1996 — 2000
B.S., Finance & Accounting
Riverview Research February 2013 - Present
Hartland & Co. January 2012 - February 2013
Monticello Associates February 2007 - December 2011
McDonald Investments 2005 - 2007
Skills
Financial Modeling, Asset Allocation, Portfolio Management, Investments, Asset Management, Alternative Investments, Investment Management, Financial Analysis, Mutual Funds, Equities, Hedge Funds, Securities, Series 7, Wealth Management, Investment Strategies, Fixed Income, Private Equity, Bloomberg, Equity Research, Capital Markets, Valuation
Education
Ashland University 2010 — 2013
MBA
Miami University 1992 — 1996
BS, Finance
Implied Capital LP January 2011 - April 2015
Woodbourne Capital Management International LP September 2003 - December 2010
Monticello Associates March 2000 - September 2003
Smith Breeden Associates May 1994 - January 2000
Ernst & Young 1990 - 1992
PwC 1987 - 1990
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1992 — 1994
MBA, Finance
University of Colorado Boulder 1983 — 1987
BA, Mathematics, Economics
Canterbury Consulting March 2015 - Present
Canterbury Consulting March 2010 - Present
Monticello Associates February 2005 - February 2010
Deutsche Bank 2000 - 2003
Skills
Private Equity, Fund Of Funds, Asset Managment, Fixed Income, Portfolio Management, Equity Research, Investments, Asset Allocation, High Yield, Capital Markets, Investment Strategies, Investment Management, Financial Advisory, Asset Management, Mutual Funds
Education
University of Denver - Daniels College of Business 2003 — 2005
MBA, Finance
University of Denver - Daniels College of Business 2003 — 2005
MS, Finance
Colgate University 1993 — 1997
BA, History
Ridgewood High School 1989 — 1993
Monticello Associates February 2014 - Present
Bessemer Venture Partners July 2012 - August 2012
Partners Healthcare June 2012 - July 2012
Maverick Capital March 2008 - June 2011
Bear Stearns Asset Management April 2007 - February 2008
Northern Trust Global Investments June 2004 - March 2007
Skills
Hedge Funds, Due Diligence, Equities, Portfolio Management, Asset Managment, Valuation, Alternative Investments, Investment Management, Fixed Income, Bloomberg, Financial Modeling, Financial Analysis, Capital Markets, Equity Research, Mutual Funds, Investments
Education
Massachusetts Institute of Technology - Sloan School of Management 2011 — 2013
Master of Business Administration (MBA)
Trinity College-Hartford 2000 — 2004
Bachelor of Science (B.S.), Economics and Psychology
Monticello Associates January 2009 - Present
Integro 2007 - 2008
Education
Point Loma Nazarene University 1998 — 2002
BA, Psychology
Callan Associates June 2014 - Present
Monticello Associates March 2007 - June 2014
New West Technologies July 2006 - March 2007
Aaron Rents, Inc. August 2005 - May 2006
Skills
Financial Analysis, Microsoft Excel, Portfolio Management, Investments, Asset Managment, Financial Modeling, Fundamental Analysis, Hedge Funds, Access, Bloomberg, Asset Allocation, Analysis, Microsoft Office, Finance, Marketing, Asset Management
Education
University of Colorado at Denver 2009 — 2012
Master of Business Administration (M.B.A.), Double Specialization, Financial Analysis and Investment Management
Iowa State University - College of Business 2000 — 2005
B.S., Double Major, Finance and Marketing
Monticello Associates July 2011 - Present
MIT September 2010 - June 2011
Research Practicum-Bank of America January 2011 - February 2011
CLIMB (Colorado Leaders, Interns and Mentors in Business) June 2010 - August 2010
Beijing Engineering Consulting Corporation August 2008 - September 2008
Skills
Java, Matlab, R, SQL, Access, VBA, Microsoft Excel, Asset Allocation, Stock Market Analysis, Economics, Statistics, Analysis, Investments
Education
Massachusetts Institute of Technology 2009 — 2011
Master of Science in Transportation
Tsinghua University 2005 — 2009
Bachelor, Economics & Civil Engineering
USAA September 2012 - Present
Monticello Associates June 2010 - June 2012
The Boston Company Asset Management November 2001 - January 2009
Founders Asset Management 2001 - 2009
Delaware Investments, a member of the Macquarie Group February 2000 - November 2001
Berger Associates May 1997 - January 2001
Founders Asset Management 1994 - 1997
Education
Colorado State University
B.S., Finance
Laramie Senior High School
Laramie Senior High School
University of Colorado at Denver
M.S., Finance
Monticello Associates April 2013 - Present
Nuveen Investments November 2010 - March 2013
HSBC August 2009 - November 2010
Lakefront Partners, LP May 2008 - July 2008
Morningstar UK, Ltd September 2007 - December 2007
XE Capital Management May 2007 - August 2007
UBS Wealth Management May 2006 - August 2006
Skills
Bloomberg Terminal, Financial Modeling, Bloomberg, Financial Analysis, Hedge Funds, Fixed Income, Investments, Capital Markets, Series 7, Asset Allocation, Private Equity, Asset Managment, Asset Management, Due Diligence
Education
The University of Chicago Booth School of Business 2014 — 2017
University of Notre Dame 2005 — 2009
Bachelor of Business Administration, Finance
University of Notre Dame - Mendoza College of Business 2005 — 2009
BBA, Finance
Walsh Jesuit 2001 — 2005
Diploma, College Preparatory
Monticello Associates April 2014 - November 2014
NextHealth Technologies October 2013 - April 2014
Seminole Energy Services January 2013 - October 2013
Skills
Microsoft Office, Research, Microsoft Excel, PowerPoint, Social Media, Microsoft Word, Entrepreneurship, Public Speaking, Coaching, Event Management, Customer Service, Marketing, Intercultural..., Political Science, Athletic Training, International Relations, Sports, Event Planning, Editing, Non-profits
Education
University of Denver - Daniels College of Business 2013 — 2015
Master's Degree, Accounting and Finance
University of Denver
Bachelor of Arts (B.A.), International Studies - Global Political Economy
Monticello Associates August 1998 - Present
Monticello Associates August 1998 - Present
Skills
Investments
Education
Colorado College 1994 — 1998
BA, Mathmatics
University of Denver - Daniels College of Business
Masters, Accounting
Halliburton January 2015 - Present
Sterling Construction Company, Inc. February 2013 - January 2015
Skanska August 2009 - February 2013
Tractor Supply Company 2007 - 2009
Monticello Associates 2006 - 2007
Skills
PMP, Process Improvement, Strategic Planning, Acquisition Integration, Business Acquisition, Project Management, Change Management, SharePoint, Business Strategy, Business Analysis, Business Development, Lean Manufacturing, Lean Management, Lean Transformation, Six Sigma, Business Process, Contract Management, MS Project, Procurement, Process Engineering, Business Process..., Management, Leadership, Project Planning, Team Building, Microsoft Project
Education
London School of Economics and Political Science
Masters, Global Politics and Economics
Monticello Associates July 2006 - Present
The Hillman Company 2000 - June 2006
Education
Thunderbird School of Global Management 1991 — 1992
Gustavus Adolphus College 1983 — 1987