Montis Financial
0 followers
‌
Montis Financial is a fast-growing independent Registered Investment Advisor (RIA) in the Northeast that focuses on creating, building, and fostering financial independence for individuals and families nationwide. We provide comprehensive financial planning, dynamic portfolio management, and excepti... Read more
Industries
Headquarters
Employees
Links
Org chart
Christopher Dalto
Founder & Executive Chair of the Board
Christopher Dalto
Collapse
Dennis E. Follmer
Chief Investment Officer
John M. Yanchek
Managing Partner & Chief Compliance Officer
Michael K. Wyman
Board Member
