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.
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.