SOURCE: Monticello Associates

Monticello Associates

June 03, 2013 11:31 ET

Monticello Associates Builds Out Investment Research Team in Cleveland Office

DENVER, CO--(Marketwired - Jun 3, 2013) - Monticello Associates, Inc., one of the country's leading asset management consulting firms, today announced the hiring of John E. Harvan III, CFA, to its Cleveland office, where he serves as an Analyst.

Mr. Harvan is responsible for manager due diligence and research. He comes to Monticello from Nuveen Investments, a Chicago-based investment management firm that specializes in helping financial advisors with affluent and high net worth investors, where he served as an Analyst in the Global Structured Products group.

Denver-based Monticello, founded over 20 years ago by Grady Durham, provides non-discretionary investment advisory services to endowments, foundations, and high net worth families. The firm's Cleveland office recently celebrated its 10-year anniversary.

"John will be a terrific addition to our team here in Cleveland," says Pat Sullivan, Managing Director in charge of the Cleveland office, "both professionally and personally. I expect his experience with various asset classes to have an immediate and positive impact on our client investment programs."

Mr. Harvan earned a Bachelor of Business Administration degree from the University of Notre Dame, and was awarded an International Business Certificate after participating in the University's London Program. He is a CFA charter holder and a member of the CFA Society of Chicago.

Monticello provides highly specialized, research-driven services to many prominent museums, hospitals, schools, and families in the United States. Named after the Virginia home of Thomas Jefferson, the company provides a variety of asset management consulting services, including developing investment policies and objectives, analyzing asset allocation and diversification, researching investment managers for client selection, providing due diligence, and performance monitoring of managers.

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, 2012, the firm provided investment-consulting services to 154 client relationships representing approximately $58 billion of assets under advisement. For more information, visit

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