The Monticello Team is currently working with the Darden School of Business to become creative catalysts! Through this hands-on training in the core principles of design thinking and leadership our team is better positioned to solve our customers toughest business challenges. Our experts embrace ambiguity through design thinking techniques that focus on empathy, ideation and lightweight prototyping to unlock unarticulated value and create innovative solutions for our clients.
Monticello's CEO Elected to the Children’s Village Board of Trustees!
NEW YORK, Oct. 15, 2019 (GLOBE NEWSWIRE) -- Monticello today announced that its founder & CEO, William Morgan, has been elected to join the Board of Trustees of the Children’s Village. The Children’s Village, founded in 1851, is one of New York City’s most important charitable organizations with a mission of helping society’s most vulnerable children become socially responsible members of their communities, while striving to keep families together.
“We are honored to have Will Morgan join our Board of Trustees. He is no stranger to our mission as he, and his firm, Monticello Consulting Group, have long been supporters of the Children’s Village and the Inwood House, which is now part of our organization,” said Jeremy C. Kohomban, PhD, President & CEO of the Children’s Village.
Recently elected trustee Will Morgan stated, “I am honored to receive this appointment to join the passionate and distinguished group of trustees at the Children’s Village. The programs we are currently supporting at the Children’s Village are needed now more than ever. From providing deeply affordable housing at our Harlem Dowling location, where young adults who age out of our public systems can safely live avoiding the risk of homelessness, to helping unaccompanied immigrant children receive mental health treatment and residential care, our program slate continues to evolve and grow to meet the needs of society’s most vulnerable children. I look forward to supporting Jeremy and the Children’s Village with its vital mission of keeping children safe and families together in the years ahead.”
The Children’s Village is one of Monticello’s key partners under its Corporate Responsibility initiative. To support the Children’s Village’s efforts and to learn more about the organization, please visit www.childrensvillage.org.
About Monticello
Founded in 2004, Monticello Consulting Group is a specialized service provider with deep knowledge and expertise in regulatory reform along with business and digital transformation. Monticello’s team of experts advises tier-1 financial institutions on the competitive forces reshaping business models in capital markets, lending, payments, and digital banking and supports its clients to remain in compliance with regulations, innovate to be more competitive, and gain market share in new and existing businesses. Monticello is committed to the importance of Corporate Responsibility and Diversity, impacting society through direct volunteer involvement with local community groups in support of global challenges. Monticello is a certified Minority Business Enterprise (MBE) as recognized by the Carolinas-Virginia Minority Supplier Development Council (CVMSDC). For more information, visit www.monticellocg.com.
If you would like more information about this topic, please reach out to Joanna Horowitz via <joanna.horowitz@monticellocg.com>.
Contact: Joanna Horowitz
Corporate Responsibility & Diversity Lead
Joanna.horowitz@monticellocg.com
Links to announcement: https://markets.businessinsider.com/news/stocks/monticello-consulting-group-ceo-elected-to-children-s-village-board-of-trustees-1028599117
https://finance.yahoo.com/news/monticello-consulting-group-ceo-elected-120000592.html
Monticello Participates in CEFPRO IBOR USA Conference
Monticello attended the CEFPRO IBOR USA Conference last week where industry experts spoke and participated in panels to discuss the upcoming discontinuation of interbank rates (like LIBOR). Speakers focused heavily on the challenges that will be faced in this transition, including the current uncertainty around replacement rates, technology developments required, legal issues and contract changes, and volatility and liquidity concerns. Monticello is excited about the challenge and our team looks forward to helping our clients through the transition in 2020 and beyond.
Celebrating 15 Years of Monticello
Everyone had a great time celebrating Monticello’s 15-Year Anniversary last week at The Liberty NYC! We are grateful for the many people who have helped to shape the success of the firm over the years and look forward to many more great years to come.
Monticello and the 2019 ISDA Annual North America Conference
The Monticello Team attended the 2019 ISDA Annual North America Conference in NYC last week to learn more about common industry challenges in margin, benchmarks, and beyond. While significant progress has been made in implementing regulatory reforms and the market is more resilient than ever, there remains the need for frameworks to be continually assessed and changes implemented. Regulatory changes and technological innovations in AI, cloud, and DLT continue to drive new models for doing business and the Monticello team remains at the forefront of these transformations. Thanks to the team for their active participation and working to champion change across the industry!
Lehigh Consulting Group Fall 2019 Consulting Summit
On Saturday, Sept. 21st, 2019 Monticello’s Senior Manager Joe Badalamenti and Recruiting Manager Chris Morgan attended the Lehigh Consulting Group Fall 2019 Consulting Summit. The event was an interactive day of personal and professional development featuring workshops, panels, and networking events. It was a great opportunity for Monticello management to interact with many Lehigh University students and alumni. The event also gave us the opportunity to reconnect with our 2019 summer interns!
Monticello's 15 Year Anniversary!
We had a great evening with our employees, customers and friends as we celebrated Monticello’s 15-Year Anniversary during an evening of drinks, hors d'oeuvres, and games at The Liberty NYC! We are grateful for the many people who have helped to shape the success of the firm over the years and look forward to many more great years to come.
Monticello Celebrates Our 15 Year Anniversary!
Thank you to all our colleagues, clients and friends who joined us in NYC last week to celebrate Monticello’s 15 year anniversary! More great pics to come…
Minority Supplier Event - Business Opportunity Exchange
This week’s Minority Supplier event was a productive day, discussing new initiatives and business opportunities for minority owned firms, as well as networking with other MBEs. Thanks for having us BONY, we look forward to the next event!
Hispanic Heritage Month!
Join us as we celebrate Hispanic Heritage Month, recognizing the contributions made and the important presence of Hispanic and Latino Americans to the United States! As a minority owned enterprise, we value diversity and inclusion greatly, and encourage all our peers to embrace different cultures in the workplace.
Monticello Volunteers for Coastal Cleanup
As part of our corporate responsibility, the Monticello team donated and participated in a local community event to support the Oradell Reservoir Cleanup hosted by Hackensack Riverkeeper and SUEZ. Our team and many others rolled up their sleeves, paddled, and walked the shoreline to collect close to 1700 pounds of refuse as a part of the Annual International Coastal Cleanup. Thank you to all of the volunteers who are working hard to keep our local community and drinking water clean!
Monticello Celebrates The Children’s Village!
The Monticello team gathered in Times Square this week to celebrate our partner charitable organization, The Children’s Village (CV), and its August feature on the Morgan Stanley billboard.
Our firm has been dedicated to supporting the CV in its important mission of helping society’s most vulnerable children to become socially responsible members of their communities while striving to keep families together. We are pleased and privileged to continue working alongside this fantastic organization – cheers to our growing partnership and to this great exposure in NYC!
A Big Thank You to Our Summer Interns!
Monticello had a great team of Management Consulting Summer Analysts this year! We thank you all for serving as exceptional brand ambassadors. You delivered value for our clients during your field assignments and quality results on your internal capstone projects. It has been a pleasure working with all of you and we will stay in touch as you complete your undergraduate studies and begin your careers. Learn more about our Summer Analysts’ experiences at Monticello below in their shared reviews of the program!
Shawn
Over the course of this summer internship, I was able to develop both personally and professionally. I had the unique opportunity to learn under experienced project managers and senior consultants who helped me refine my technical and communication skills. On the client site, my manager helped me explore my interests and provided me with hands-on process improvement and automation projects that had a real impact on their overall operations. This summer has truly been an amazing experience and I am excited to apply my new knowledge to the rest of my professional career.
Jake
Throughout the summer, I had the opportunity to work at the client site under a senior consultant who allowed me to personalize the internship to my interests while also introducing me to the financial services industry. Through him, I immersed myself in a consultant’s world where I was able to provide value through an automation project and large-scale counterparty remediation. Internally, I enjoyed the weekly workshops where I learned how to create effective presentations and was introduced to emerging industries such as Robotics Process Automation (RPA). Overall, Monticello provided me with more personal and professional development than I could have asked for.
Michael
This summer, I worked alongside an excellent project manager from Monticello’s testing governance practice. Through this experience, I had the opportunity to refine my communication and technical skills by coordinating with client-side executives to update workstream delivery tools and project updates. Outside of the client site, Monticello provided insightful workshops surrounding design thinking, agile, RPA, and how to leverage them in business processes. Overall, Monticello’s resources were essential in promoting my career advancement.
Shrivats
My internship experience at Monticello was a truly rewarding one. I enjoyed being in a collaborative environment with a diverse group of highly accomplished consultants. Working directly under a project manager, on a large-scale technology implementation project for a global bank, allowed me to further advance my technical and interpersonal skills. Alongside working at the client site, I had the opportunity to contribute meaningfully to internal projects and participate in weekly education workshops that gave me exposure to a variety of interesting topics and methodologies. All in all, this experience helped greatly in my professional growth.
Children's Village in Times Square!
Monticello’s partner charitable organization, the Children’s Village, is the August recipient of Morgan Stanley’s “Lights On Broadway,” a promotion awarded to one local New York nonprofit spotlighting their important and amazing work! We are pleased to support the CV in its mission of helping society’s most vulnerable children to become socially responsible members of their communities while striving to keep families together. Pictured here is Jeremy Kohamban, president and CEO of the Children’s Village, William Morgan, CEO of Monticello and CV board member, and Katrina Dudley, Franklin Templeton Portfolio Manager and CV board member.
JPM Cybersecurity Event!
Monticello joined JPMorgan’s Cybersecurity event in NYC for a productive evening discussing the current threats that businesses are facing today, as well as practical solutions to minimize exposure. Cybersecurity, privacy, and data protection are all everchanging and dynamic, therefore we continuously seek out best practices to help ensure security for our firm and for our clients.
The Global Fund for Widows NYC Charity Event!
The Global Fund for Widows Organization is dedicated to empowering widows globally, helping overcome poverty through providing skills-based training, job creation, and micro-finance. We were pleased to support this wonderful organization recently at their NYC fundraiser, hosted by female entrepreneurs! To donate and learn more about their efforts, please visit: https://globalfundforwidows.org/
Monticello’s Summer Analysts Utilize Design Thinking to Innovate!
Our Summer Analysts hard at work leveraging Design Thinking methodologies to develop their Capstone project. It’s great to see the diversity of ideas as they make operational improvements that support our employees and our clients. Keep up the great work team!
Happy Independence Day!
Happy Independence Day from Monticello! We wish all of our clients, colleagues, family and friends a wonderful 4th of July.
Investing in Uncertain Times - UVA Financial Panel in NYC
Monticello employees attended the 19th Annual Financial Panel last week, co-hosted by UVA Darden’s Richard A. Mayo Center for Asset Management. Tyler Mathisen, co-anchor of CNBC's Power Lunch, returned as moderator while expert panelists addressed topics such as the current state of the Fed, tariffs, rise of social media, emerging markets and their economic forecast for 2019 and beyond. Although the group mostly focused on where to invest next, one of the most compelling thoughts came from Tyler Mathisen’s response to an upcoming college graduate looking for sound financial advice on where to invest after graduation - “The best thing to do is to start investing early, but more importantly, invest in yourself and your future.”
Ben Graham VI Annual Investing Conference in NYC
Joining the Ben Graham Annual Investing Conference in NYC was thought-provoking and enjoyable! We spent the day exchanging ideas on the current macro environment and the state of value investing - both domestically and internationally. One of our favorite speakers and our friend, Katrina Dudley CFA, spoke on the international panel about her views on value plays in the European market, highlighting the importance of cyclicality and valuation differences in Europe vs. the US. We agree that value investing often provides risk mitigated allocation opportunities, especially with a longer term-time horizon!
