Monticello Associates

Monticello Associates List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Monticello Associates. You can filter them based on skills, years of employment, job, education, department, and prior employment.

Monticello Associates Salaries. You can even request information on how much does Monticello Associates pay if you want to. Learn about salaries, pros and cons of working for Monticello Associates directly from the past employees.

Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!

30 Monticello Associates employees in database. Find out everything there's to know about Monticello Associates employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.

Monticello Associates Employees

Employee
Years
Job
Industry
Brandon Best, CFA Brandon Best, CFA Greater Denver Area Details
Brandon Best, CFA's Monticello Associates Experience January 2009 - Present
Job Investment Analyst at Monticello Associates
Industry Financial Services
Experience
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

Lyndsey Wesson Lyndsey Wesson Denver, Colorado Details
Lyndsey Wesson's Monticello Associates Experience May 2013 - September 2014
Job Financial Analyst at Alden Torch Financial
Industry Real Estate
Experience
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

Deborah Kolarik Deborah Kolarik Denver, Colorado Details
Deborah Kolarik's Monticello Associates Experience Flight AttendantContinental AirlinesJuly 1996 - June 1998
Job Director Operational Due Diligence at Monticello Associates
Industry Investment Management
Experience
Monticello Associates   Flight AttendantContinental AirlinesJuly 1996 - June 1998

Skills
Finance, Asset Allocation, Financial Analysis, Investment Strategies, Investment Management

Education
Emerson College

Patrick Parisi Patrick Parisi Greater Boston Area Details
Patrick Parisi's Monticello Associates Experience January 2001 - September 2001
Job Director, Investment Advisory Services at CTC | myCFO. A part of BMO Financial Group.
Industry Investment Management
Experience
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

Shelly Jordan Shelly Jordan Greater Denver Area Details
Shelly Jordan's Monticello Associates Experience January 1997 - May 1997
Job Institutional Investment Consultant
Industry Investment Management
Experience
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

Teresa (Bartoletti) Swartz Teresa (Bartoletti) Swartz Greater Denver Area Details
Teresa (Bartoletti) Swartz's Monticello Associates Experience November 2006 - Present
Job COO at Monticello Associates
Industry Financial Services
Experience
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

Meg Pulczinski Meg Pulczinski Greater Denver Area Details
Meg Pulczinski's Monticello Associates Experience January 2009 - Present
Job Performance Analyst at Monticello Associates
Industry Financial Services
Experience
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

Jennie Camaglia Jennie Camaglia Greater Denver Area Details
Jennie Camaglia's Monticello Associates Experience 1998 - 2000
Job Retail Professional
Industry Retail
Experience
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

Christina Host-Steen Christina Host-Steen Denver, Colorado Details
Christina Host-Steen's Monticello Associates Experience July 2007 - Present
Job Investment Analyst Monticello Associates
Industry Investment Banking
Experience
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

Joe Michaud Joe Michaud Greater Denver Area Details
Joe Michaud's Monticello Associates Experience January 2007 - January 2010
Job Founder & Managing Partner at Michaud Capital Management
Industry Investment Management
Experience
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

Trevor Fougere Trevor Fougere Greater Denver Area Details
Trevor Fougere's Monticello Associates Experience 2007 - Present
Job Computer Systems Analyst/IT Director
Industry Financial Services
Experience
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

Monty Cleworth Monty Cleworth Greater Denver Area Details
Monty Cleworth's Monticello Associates Experience Vice PresidentFirst Boston Corporation1986 - 1992
Job Managing Director at Monticello Associates
Industry Investment Management
Experience
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

Duncan Burn Duncan Burn Greater Denver Area Details
Duncan Burn's Monticello Associates Experience September 2007 - Present
Job Investment Analyst at Monticello Associates
Industry Investment Management
Experience
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

Beth Wiens Beth Wiens Greater Denver Area Details
Beth Wiens's Monticello Associates Experience October 2003 - Present
Job Administrative Assistant at Monticello Associates
Industry Financial Services
Experience
Monticello Associates   October 2003 - Present

Education
The University of Kansas   1995 — 1999

Manual HS

Brian Harrigan, CFA, CPA Brian Harrigan, CFA, CPA Cleveland/Akron, Ohio Area Details
Brian Harrigan, CFA, CPA's Monticello Associates Experience January 2013 - Present
Job Managing Director at Monticello Associates
Industry Investment Management
Experience
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

Sean Williams, CFA Sean Williams, CFA Cleveland/Akron, Ohio Area Details
Sean Williams, CFA's Monticello Associates Experience February 2007 - December 2011
Job Senior Vice President at Riverview Research
Industry Investment Management
Experience
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

Michael Steinberg, CFA Michael Steinberg, CFA Boulder, Colorado Details
Michael Steinberg, CFA's Monticello Associates Experience March 2000 - September 2003
Job Director at Deer Park Road Corporation
Industry Financial Services
Experience
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

Ryan Quinn Ryan Quinn Orange County, California Area Details
Ryan Quinn's Monticello Associates Experience February 2005 - February 2010
Job Director at Canterbury Consulting
Industry Investment Management
Experience
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

John Lawrence, CFA John Lawrence, CFA Denver, Colorado Details
John Lawrence, CFA's Monticello Associates Experience February 2014 - Present
Job Senior Investment Analyst at Monticello Associates
Industry Investment Management
Experience
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

Kristen Bussmann Kristen Bussmann Greater Denver Area Details
Kristen Bussmann's Monticello Associates Experience January 2009 - Present
Job at Monticello Associates
Industry Financial Services
Experience
Monticello Associates   January 2009 - Present
Integro  2007 - 2008

Education
Point Loma Nazarene University   1998 — 2002
BA, Psychology

Dan Homan, CFA Dan Homan, CFA Greater Denver Area Details
Dan Homan, CFA's Monticello Associates Experience March 2007 - June 2014
Job Associate Vice President at Callan Associates
Industry Investment Management
Experience
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

Teng Huang, CFA, FRM Teng Huang, CFA, FRM Greater Denver Area Details
Teng Huang, CFA, FRM's Monticello Associates Experience July 2011 - Present
Job Quantitative Researcher at Monticello Associates
Industry Investment Management
Experience
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

John Jares, CFA John Jares, CFA Greater Denver Area Details
John Jares, CFA's Monticello Associates Experience June 2010 - June 2012
Job Investment Management Professional
Industry Investment Management
Experience
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

John Harvan, CFA John Harvan, CFA Cleveland/Akron, Ohio Area Details
John Harvan, CFA's Monticello Associates Experience April 2013 - Present
Job Investment Analyst at Monticello Associates
Industry Financial Services
Experience
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

Henry Miketa Henry Miketa Denver, Colorado Details
Henry Miketa's Monticello Associates Experience April 2014 - November 2014
Job Investment Analyst Monticello Associates
Industry Financial Services
Experience
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

Sharvalee Pfennigs Sharvalee Pfennigs Greater Denver Area Details
Sharvalee Pfennigs's Monticello Associates Experience August 1998 - Present
Job Director at Monticello Associates
Industry Investment Management
Experience
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

Brigitta Fenton Brigitta Fenton Houston, Texas Details
Brigitta Fenton's Monticello Associates Experience 2006 - 2007
Job Mergers & Acquisitions at Halliburton
Industry Construction
Experience
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

Jeff Sletten Jeff Sletten Greater Denver Area Details
Jeff Sletten's Monticello Associates Experience July 2006 - Present
Job Managing Director at Monticello Associates
Industry Investment Management
Experience
Monticello Associates   July 2006 - Present
The Hillman Company  2000 - June 2006

Education
Thunderbird School of Global Management   1991 — 1992

Gustavus Adolphus College   1983 — 1987