SOURCE: Monticello Associates

Monticello Associates

September 05, 2012 12:07 ET

Monticello Associates Adds More Talent to Investment Management Research Team

DENVER, CO--(Marketwire - Sep 5, 2012) - Monticello Associates, Inc., one of the country's leading asset management consultants, today announced the firm has added Andrew Terborgh, CFA, as a Senior Investment Analyst. Mr. Terborgh's primary responsibilities will include managing client relationships and performing manager search and due diligence functions.

Mr. Terborgh comes to Monticello from Accellent, Inc., a leading contract manufacturer for the medical device industry, where he served as Director of Financial Planning and Analysis. Previously, he was an Equity Research Associate at Dodge & Cox, the San Franciso-based investment management firm.

"Monticello has built an impressive team of investment analysts with deep experience in directly evaluating investment managers," said B. Grady Durham, founder of Monticello Associates, "and Andrew is a great addition to the group. I believe his background is an excellent fit for our clients' needs."

Mr. Terborgh earned a Bachelor of Arts degree in Economics from the University of California at Berkeley and a Master of Science in Economic History from the London School of Economics & Political Science. He was also awarded an MBA from the Stanford Graduate School of Business and is a CFA charterholder.

Monticello serves a wide variety of clients, including tax‐exempt institutions, endowments, foundations, high net‐worth individuals, trusts, pension plans, and retirement plans. Over the past decade, the firm has become one of the premier consulting firms, working with many of the most prominent museums, hospitals, schools, private foundations, and families in the country.

About Monticello Associates
Monticello Associates is an independent, fee-only asset management consulting firm headquartered on Denver's historic Larimer Street 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, 2011, the firm provided investment-consulting services to 154 client relationships representing approximately $53 billion of assets under advisement.

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