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Monticello Associates

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Monticello Associates is an independent asset management consulting firm providing non-discretionary investment advisory services to foundations, endowments and family offices. The firm is headquartered in Denver, CO with additional offices in Cleveland, OH, Boston, MA, and Washington DC.

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Grady Durham
Founder & President

Grady Durham

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Mike Rinken
Vice President Information Technology
Teresa Swartz
Chief Operating Officer
Amanda Adams
Managing Director - Director Of Research
Wes Hays
Partner | Managing Director
Andrew Kriete
Vice President
Brian Harrigan Cfa
Managing Director
Eric Riedlin
Managing Director
Erika Olson
Vice President
Erik Skagen
VP Director Of Performance Measurement
Jeff Sletten
Managing Director
Joe Krawczak
Managing Director
John Harvan
Managing Director
Monty Cleworth
Senior Advisor