Monticello's End-of-Summer NYC Networking Event

Monticello’s End-of-Summer NYC networking event was a success!  The evening provided a relaxed forum for expanding networks, discussing new opportunities, and addressing thoughts on how we can further advance and support the careers of women on Wall Street.  

Wonderful attendees, great food and views, and a powerful discussion made the evening memorable- thanks to everyone who joined us on an impactful Wednesday evening in New York City.

A special thanks to our guest speaker, Katrina Dudley, portfolio manager of Franklin Templeton Mutual Series, pictured above.

Monticello Attends Citi Private Bank's Art Advisory & Finance Summer Reception

Monticello was honored to attend Citi Private Bank's Art Advisory & Finance Summer Reception at the Parrish Art Museum.  The evening included insightful thoughts on how adding artwork to a portfolio adds a special level of diversification to your current mix of asset classes, and a private tour of the museum’s summer exhibition, Keith Sonnier: Until Today.  Pictured above is Will Morgan, CEO of Monticello Consulting Group, and Tracey Warson, Head of Citi Private Bank, North America.  Thank you to our friends at Citi Private Bank for a great evening of networking and art!  

NAF Student Intern Summer Program with Monticello is Complete!

This summer, Monticello was pleased to partner with the NAF organization and have two of their outstanding students from NYC public high schools, join us for an internship program.  The ladies spent time with various groups within the firm, working alongside Monticello team members for mentorship.  Given their display of professionalism over this time, we truly believe our NAF interns both will have exciting futures ahead of them and wish them luck!

New Joiners' Lunch!

New Joiners' Lunch!  Monticello Consulting Group welcomes our recent joiners over an enjoyable lunch in the financial district this week. We are always excited when talented consultants join our team - Dhara, Rebecca and Nishtha, we look forward to success together at the firm!

Monticello Summer Off-site

Monticello recently hosted a summer off-site team meeting at the Yale Club in New York.  It was an opportunity to welcome new hires, share our vision and strategy for success, discuss new employee benefits and incentives, and recognize the great work of our talented consultants.  We're pleased to see the team grow and flourish and we look forward to continued progress during the 2nd half of 2018 and beyond!

Monticello Employees Earn a Night with “The Boss”

Last week, two Monticello employees were rewarded for their leadership and outstanding professional performance with a night of Springsteen on Broadway. 

Springsteen’s passion and drive is inspirational and what we all strive for at Monticello Consulting Group.   Rock on Bruce and team Monticello!

Monticello Team Summer Social Hour

Monticello Consulting Group held a team Summer Social Hour in NYC this month, where rooftop views, good food, and conversations with colleagues were enjoyed by all. 

Happy summer team Monticello and friends - we look forward to a successful season ahead!

Monticello’s Team Gathered at UVA’s Annual Financial Panel in NY

Monticello’s team gathered at UVA’s Annual Financial Panel in NYC, with this year’s theme - "Adapting to Change: Volatility, Disruptive Opportunities, Optical Allocations, and the Search for Alpha Now.”

As we continue to adapt to the market’s ever changing environment, it was insightful to exchange ideas & thoughts on the direction of the asset management industry with leaders from Cambridge, JPM’s private bank, EdgeHill and the Mayo Center for Asset Management on this topic.  We at Monticello were pleased to represent our namesake, re-connect with Darden & UVA alumni, and take part in an important industry-focused conversation!

Monticello Attends Chase’s Economic Outlook Summer Event

Monticello Consulting Group attends Chase’s Economic Outlook Summer networking event in NYC, with Head Economist & Managing Director, James Glassman.  Will Morgan, CEO of Monticello Consulting Group, and James Glassman, highlighted in pictures below.   The tone of the conversation was very positive on the overall macroeconomic and political environment impacting the US and global economy today, with an overwhelming optimistic view on growth targets and employment in the broader economy.  James’s thoughts on technology and innovation as positive growth drivers are undoubtedly in-line with our thinking here at Monticello Consulting Group.  

Thank you to our friends at Chase for an engaging evening and our Monticello team members who were able to join!

Monticello Supports Ashland Swim Team

Monticello’s Richmond, Virginia office supports the Ashland Barracudas swim team.  This community swim organization fields approximately 175 swimmers from across Hanover County, VA and competes throughout the summer.  Monticello’s sponsorship supports the cost of swim team supplies and administrative expenses.  Go Barracudas!

Monticello Volunteers to Improve Financial Literacy

Across the last several weeks, Monticello employees participated in financial literacy education courses, developed through a partnership with the High Water Women organization and a public New York City high school.

The financial literacy program focuses on providing education to low income youth and adult communities and developing essential financial skills. Learning the fundamentals behind earning an income, taxation, budgeting, savings, the implications of debt, and avoiding predatory businesses helps position students for a more secure financial future. The Monticello team truly enjoyed sharing their knowledge and time with the students and watching them learn and grow! 

If you’re interested in joining Monticello and volunteering for financial literacy education opportunities with the High Water Women, please click here to visit their website. 

Mission Accomplished!

The team at Monticello had a fantastic time at Escape the Room NYC last week.  In a game designed for intense cooperation and working together, the event proved to be the perfect way to get out for a high quality team building exercise, a tasty meal, and most importantly - great conversation with colleagues.  And yes, we did escape The Clock Tower!

Let's Talk Diversity

Last week the Inwood House hosted its annual Spring Luncheon to support their work with pregnant and parenting teenagers.  In support of their aim to raise awareness of important issues facing teens in our community, a team of expert panelists tackled a thought-provoking and engaging topic - We Need to Talk about Diversity:  How to Speak to Children about Inclusion and Diversity. 

The luncheon covered a number of great topics including the importance of intention driven actions, addressing unconscious bias and asking respectful questions, and embracing differences to drive change. By educating our children, we can help make the world a better place for generations to come.  Monticello Consulting Group sponsored the event while our very own Joanna Horowitz served as a co-chair helping to make the event a success. 

If you are interested in joining Monticello and supporting the Inwood House at the Children’s Village, please visit https://childrensvillage.org/donate/

In Pursuit of the CFA Designation

Breaking down industry norms can be challenging.  At Monticello, we encourage our diverse team to pursue goals that help them grow personally and professionally.  Learn more about Monticello’s Joanna Horowitz and her journey to obtain the CFA designation – why she did it and why she encourages others to pursue it!  Click here for the full article.

Monticello Supports Puerto Rico Recovery Efforts

Nearly four months have passed, but Puerto Rico still finds itself struggling to recover from Hurricanes Irma and Maria.  Homes and schools have been devastated. 40% of the population is still without power. Although the rebuilding effort is underway, a tremendous amount of work remains. Monticello supports the United Way’s Hurricanes Irma and Maria Relief Fund. Please see the below link to support recovery efforts today.  Together, we can truly make a difference. 

https://www.unitedway.org/hurricane-irma/fupr-irma-maria-relief

Happy Holidays from Monticello

Have a happy and healthy holiday from all of us at Monticello Consulting Group!

Monticello Participates in Holiday Toy Drive

Monticello is thrilled to see our firm come together again this holiday season for a good cause.  We participated in the 2017 @High Water Women Foundation Holiday Toy Drive to help children in need have a happy holiday. We always love taking the opportunity to give back to our community, especially during this time of year. 

Monticello Holiday Party

As 2017 comes to an end, we enjoyed bringing our whole team together for a night of celebrating a successful year and a happy holiday season. Thank you to all of our employees for a wonderful evening!

Monticello team Trivia Night!

Thank you to the MercuryBar for hosting the Monticello team for Trivia Night! This event was a great opportunity to team-build in a fun setting. Congratulations to our MCG employees on their second place finish!

Monticello employees attend the IEEE Advanced Communications Symposium!

Monticello employees attended the IEEE Advanced Communications Symposium on artificial intelligence, machine learning, big data, deep learning and related applications. We enjoyed the opportunity to expose our consultants to the latest ideas and trends in the field of AI, while enabling them to network with both experts and peers.