William Morgan

Will Morgan is the founder and CEO of Monticello Consulting Group and is a business strategy and implementation executive with over 20 years of consulting experience across multiple industries. In 2004, Will founded Monticello Consulting Group, a management consulting firm advising clients within the global financial services industry, to help clients achieve their vision of excellence. Prior to launching Monticello Consulting, Will was a consultant with Accenture and with m.a.partners, a boutique financial services consulting firm in New York City, advising global clients including JPMorgan Chase, Bank of America, Bear Stearns, Alliance-Bernstein, Merrill Lynch, Siemens USA, and AT&T.

Under Will’s leadership, Monticello has prioritized corporate responsibility and diversity and partners with several New York-based community organizations including the High Water Women, The Children’s Village, and NAF.  The firm’s most recent activities include supporting High Water Women’s financial literacy teaching in New York City public schools and their annual holiday toy drive, co-chairing the 2021 Children’s Village Spring Luncheon, and launching a high school internship program with the NAF Organization. Philanthropic contributions also remain a priority to Monticello, as the firm supports the American Red Cross and the United Way with disaster recovery efforts among other initiatives.

Monticello promotes diversity and inclusion both internally and within the financial services industry.  Monticello seeks to diversify the field of consulting by attracting, developing, and retaining top talent with diverse backgrounds and perspectives.  The firm recently hosted its first Women on Wall Street networking event, connecting women across various sectors of finance to motivate and to discuss ideas for supporting women in the industry.  Within our client advisory practice, Monticello advises clients to pursue diverse opportunities in traditional lines of business including cross-border remittance payments, enabling access to growth capital, and implementing regulatory reform measures.

Will received his MBA from the University of Virginia's Darden School of Business and holds a Bachelor of Science degree in Electrical Engineering from Lehigh University.  Prior to attending Darden, Will was an active member of Minds Matter of New York City, mentoring bright and motivated high school students from low-income families.

John Johnson

John Johnson is a Business Analyst who has been in the Futures & Options business for the past 20 years. He has experience with client services, compliance, electronic trading support and IT management. John is currently pursuing his PMP certification.

Bob Adams

Robert Adams is an experienced financial services professional with over 20 years of program and project management expertise in capital markets regulatory transformation.  Over the years, Robert has helped clients deliver on projects such as TARP, Dodd Frank, Reg W, and UMR.  Prior to joining Monticello, Robert has worked with leading global organizations including Bank of America, the DTCC, Deutsche Bank, Credit Suisse, and Citigroup. Robert is a certified Project Management Professional. He earned his MBA from Pace University’s Lubin School of Business with a concentration in Financial Economics and holds a Bachelor of Science in Accounting from Rider University.

Megan Martin

Megan Martin is the Chief Operating Office at Monticello Consulting Group. As COO, Meg designs, implements, and manages business strategies, plans, and procedures for the firm’s core operations.  In this lead role, she establishes policies that promote our company culture and vision, oversees the daily operations, and manages vendor relationships.  Meg leverages her experience within financial services project and program governance to achieve results with a high emphasis on core business functions.  Prior to joining Monticello, Meg was a senior program manager, partnering with global banks, buy-side trading firms, futures and options brokerage firms, transportation asset services and management clients.  Meg holds a Bachelor of Accounting degree from Loyola University Chicago.

Markus Buri

Markus Buri is a seasoned financial services professional with over 20 years of experience.  Prior to joining MCG, Markus worked at EY where he assisted clients in the implementation of complex regulatory rules, including Basel III, CCAR and QFC recordkeeping.  He has a deep understanding of the regulatory landscape and the challenges financial services firms encounter during the scoping and implementation life cycle.  Markus earned a BA from Fordham University with a major in Economics.

Chris Morgan

Chris Morgan is a financial services professional with twenty years of experience in such areas as bank, brokerage, and insurance.  Chris is the Manager of Recruiting at Monticello Consulting Group.  Prior to Monticello, Chris worked as a Senior Market Analyst with a large life insurance firm, and as a Senior Business Analyst with one of the largest brokerage firms in the country.  Chris holds a Bachelor of Economics from the University of Scranton, and a Masters of Business Administration from Virginia Commonwealth University

Joanna Horowitz, CFA

Joanna Horowitz , CFA is a Senior Consultant in the Alternative Investments Advisory group and serves as Monticello’s Corporate Responsibility & Diversity Lead.  In her senior role, Joanna brings more than a decade of experience in marketing and trading to her advisory work, managing account relations and development activities. As the firm’s Corporate Responsibility & Diversity lead, Joanna’s passion to grow diversity and inclusion within the firm and across Wall Street is clear, often representing Monticello at industry leadership events and partnering with D&I ambassadors.

Prior to joining Monticello, Joanna managed the marketing and investor relations functions for a boutique European hedge fund.  She was responsible for client relations, marketing strategy and sales implementation for asset growth leveraging her hands-on experience with global markets during her years leading the trading functions across equities, hedges, derivatives and FX products.  

Alex Miller

Alex Miller has over a decade of experience in business development, marketing, and project management in the financial services and technology industries. In his role as Business Development Manager & Chief of Staff to CEO, Alex manages Monticello’s business development function and partners with the firm’s CEO and COO on strategic initiatives that facilitate firm development. Alex leads the Business Development Committee where he collaborates with Monticello’s senior stakeholders on creative solutions for client needs and new capabilities to help drive firm growth.

Prior to joining Monticello, Alex managed product marketing for the WiFi Products business unit of ANADIGICS, a global leader in semiconductors. He was responsible for defining the product roadmap & strategy, collaborating with engineering to bring innovative product features to market, and training worldwide sales to drive revenue growth.

Alex holds a BBA in Marketing from the University of Miami (FL) and specializations in Design Thinking & Innovation and Business Strategy from UVA Darden.

Tulsi Patel

Tulsi Patel is a Senior Consultant with experience of business analysis, testing and project management in financial services and technology consulting. In her pervious role as a Product Owner at Infosys Consulting, she focused on digital product management. Prior to Infosys, Tulsi worked at MetLife as a Business Consultant leading projects in the enterprise transformation of legacy accounting systems to PeopleSoft ledger for EMEA and LATAM region. Tulsi is a certified Scrum Master and holds a Bachelor of Science degree in Finance from Rutgers Business School. In 2018, she earned her Master of Science degree in Management and Systems from New York University.