SOURCE: Monticello Associates

Monticello Associates

March 24, 2015 12:25 ET

Investment Research Team Continues Growing at Monticello Associates

DENVER, CO--(Marketwired - Mar 24, 2015) -  Monticello Associates, Inc., one of the country's leading asset management consultants, today announced that Westley M. Hays has joined the firm as a Senior Investment Analyst. 

Located in the firm's Denver office, Mr. Hays' primary responsibilities will include managing client relationships and performing manager search and due diligence functions.

Mr. Hays comes to Monticello from Charles Schwab in Denver where he served as Managing Director of Trading and Operations. In that role, he directed and led the oversight of trading risk management, fixed income operations and equity syndicate teams in Denver, New York and San Francisco. Before moving to Denver, Mr. Hays was Chief Administrative Officer at Graham Capital Management in Connecticut where he managed the firm's quantitative execution strategies and research operations. Mr. Hays also held various investment positions with WealthTouch, Inc. in Denver and Refco, LLC in New York.

Mr. Hays earned a B.A. degree in Economics with special attainments in Commerce from Washington Lee University in Lexington, Virginia. He was also awarded an MBA from the University of Denver Daniels School of Business.

"Wes is a proven financial professional and his experience in investment operations will benefit the Monticello team and in turn our clients," said B. Grady Durham, founder of Monticello Associates.

Denver-based Monticello, with its heavy emphasis on research-based advice, has built an impressive team of senior investment consultants with deep experience in directly evaluating investment managers. Serving a wide variety of clients, including endowments, foundations, high net‐worth individuals, and retirement plans, the firm has become one of the premier consulting firms in the country.

About Monticello Associates

Monticello Associates is an independent, fee-only asset management consulting firm based on historical Larimer Street in Denver with an additional office in Cleveland. Founded in 1992, the firm assists endowments, foundations, and family offices in the areas of asset allocation, investment policy development, investment manager search and selection, and performance measurement. As of December 31, 2014, the firm provided investment-consulting services to 164 client relationships representing approximately $76 billion of assets under advisement.

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