SOURCE: Monticello Associates

Monticello Associates

June 25, 2012 13:09 ET

Monticello Associates Builds on Research Strength With Addition of Three Investment Professionals

DENVER, CO--(Marketwire - Jun 25, 2012) - Monticello Associates, Inc., one of the country's leading asset management consultants, today announced the firm has added three investment professionals to its research team. 

"The success of our business is based on the quality of our people," said B. Grady Durham, founder of Monticello Associates. "The growth of our research team is a direct reflection of the firm's growth and the combined skills of these individuals will be a perfect fit with our clientele."

  • Teng Huang is serving as Director of Quantitative Research. In that role, he focuses on the quantitative aspects of the investment consulting practice, including strategic asset allocation and risk assessment. Mr. Huang most recently served as an Investment Analyst at the offices of Howard Holme in Denver and as a Research Assistant for the MIT Portugal Program in Cambridge, MA. He holds a dual Bachelor of Science in Civil Engineering and in Economics from Tsinghua University, the top technical college in Beijing, and earned a Masters of Science in Transportation from the Massachusetts Institute of Technology with significant coursework at the MIT Sloan School of Management.

  • W. Christopher Doyle is serving as an Investment Analyst where he provides both consulting and research services. His primary responsibilities include managing client relationships and performing manager search and due diligence functions. He comes to the firm from KeyBanc Capital Markets in Chicago where he was Vice President, Institutional Fixed Income. Mr. Doyle earned a BS in Finance from Miami University in Oxford, OH, and was awarded an MBA from the University of Chicago Booth School of Business. He is located in Monticello's Cleveland office.

  • John Montgomery, CFA, CAIA, will serve as a Senior Investment Analyst. He comes to the firm from Kemper Corporation in Chicago where he was an Investment Analyst heading the company's $1.8 billion municipal bond investment portfolio. Previously, Mr. Montgomery was a Fixed Income Analyst for Harris Bank, also in Chicago. He is a graduate of the University of Iowa where he earned a BBA in Finance with an emphasis in Accounting.

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 based in Denver, Colorado. 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.

Contact Information

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    Karen Gilomen
    Monticello Associates
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    Laura Parsons
    Parsons Communications
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