Monticello is delighted to support our local children’s scout groups for 2020 - we wish all the boys and girls a year filled with learning, fun adventures, and valuable life skill training!
Monticello on the Road!
Monticello team members are having a productive and engaging week on the road down in Charlotte, NC. Attending a PI planning conference and having strategic client meetings on the live IBOR transition has certainly been worth the trip - we look forward to a successful quarter ahead together with our team and clients!
Martin Luther King Jr. Day!
Today we celebrate and honor Martin Luther King Jr., the brave and brilliant Civil Rights leader who made a lasting impact on our society! As a minority owned firm, we thank Dr. King for his legacy he created, paving the way for inclusion, diversity, and love for all.
Darden Design Thinking Training 2020 Kickoff!
Monticello team members kicked off our first professional development training of 2020 with Darden’s Design Thinking course! Continuous learning is at the core of our firm culture, so we’re very excited to expand our knowledge on this important problem solving methodology.
NAF Organization Support
Monticello kicked off 2020 with supporting one of our favorite charitable organizations, NAF - the mission of NAF is to solve some of the biggest challenges facing education and the economy by bringing education, business, and community leaders together to transform the high school experience. Cheers to the New Year and all the impactful work your team is doing and planning on for 2020!
Holiday Toy Drive with the HWW & Children's Village 2019!
Monticello was so honored to organize this year’s holiday toy drive in partnership with the High Water Women, benefiting the children residing at the Children’s Village campus. Brightening a child’s holiday season with presents of fun toys and games truly brightens our holidays just as much as them - thank you to everyone who donated this year with us!
Happy Holidays from Monticello Consulting Group!
All of us at Monticello Consulting Group would like to wish you a very happy holiday season and a wonderful New Year!
Wall Street Journal Pro Cybersecurity Conference
The Monticello team attends the WSJPro Cybersecurity Conference in NYC to discuss new threats and imperatives in the ever-changing area of cyber. This was a great event where leaders across the digital space met to exchange ideas and review strategies for protecting the enterprise and its customers, operations, and intellectual property against increasingly vigilant threat actors.
2019 Holiday Party in NYC!
Our team had a great time celebrating the holiday season together in NYC last night - catching up over Mexican food and drinks, holiday sweaters and Santa hats, as well as good company made for a really fun evening. Cheers to a successful and rewarding 2019 as we look forward to the New Year ahead as a firm!
Sponsoring “A Christmas Carol in Harlem” at the CTH
This December, Monticello sponsored a classroom of students to see the annual Christmas show, “A Christmas Carol in Harlem” at the wonderful Classical Theatre of Harlem, in partnership with the High Water Women. Since 1999, CTH has provided classical theatre productions and theatre-based educational and literary programs to underserved populations in Harlem and beyond. In addition to producing award-winning public theatre, CTH creates a platform for young actors, playwrights, and technicians of color, for whom there is a dearth of opportunities in classical stage work. Also, by offering free productions with no barriers to entry, CTH has made classical theatre accessible to people of all socioeconomic backgrounds. 2019-2020 is a special year for The Classical Theatre of Harlem, as it is celebrating its 20th Anniversary, as well as the 100th Anniversary of The Harlem Renaissance. We’re so pleased to be a part of this program!
Moderating at the CFA Society New York's Emerging Manager Summit
Monticello’s Joanna Horowitz, CFA, was honored to moderate a thought-provoking panel hosted by the CFA Society New York at their Emerging Manager Summit on Friday. Below please see the full video of the day’s conversations!
https://livestream.com/accounts/21723663/events/8916192/videos/199614877
The Graduated Emerging Manager panel speakers above.
Annual Portfolio Manager Panel: Dive into New Portfolio Strategies
Last evening’s Annual Portfolio Manager Panel: Dive into New Portfolio Strategies, was a thought provoking evening spent discussing the current market environment, the asset management landscape, and interesting themes to look for in 2020!
Happy Thanksgiving!
We want to wish you and your families a happy and safe Thanksgiving Holiday! In this time of giving thanks and reflection, we sincerely thank you all for your support this year with Monticello’s community and volunteer activities including the Children’s Village, High Water Women / Financial Literacy, the holiday toy drive, and the Hackensack Riverkeepers, to name just a few. It certainly makes us proud to work with such a fantastic group of people who truly care about supporting the communities in which we work and live. Happy Thanksgiving Everyone!
Women in Fintech NYC Networking Evening
Monticello ladies enjoyed this week’s Women in Fintech networking event in NYC, where we had the opportunity to meet with old friends and new in our industry! Thank you Bloomberg for hosting this fun networking session.
Global Fund for Widows NYC Fundraiser
Monticello was pleased to support the Global Fund for Widows Organization at their NYC Annual fundraising event - proceeds raised will be used to empower widows and female heads of households to overcome poverty through skills-based training, job creation, and micro-finance! Ultimately, GFW’s objective is to help widows globally achieve financial stability, self-sufficiency, and importantly, become role models to their own children and to others.
Ethics: Bloomberg CFA Publication
Ethics is one of the most fundamental responsibilities of professionals in the financial services industry. Monticello’s Corporate Responsibility & Diversity Lead, Joanna Horowitz, CFA, published a piece on ethics in regards to our industry as a CFA charterholder. To read the full article, see: https://www.bloombergprep.com/blog-posts/ethics-being-a-cfa-charterholder-addressing-the-question-of-ethics
CFA Society New York's Annual Dinner @ the Mandarin
Last night’s CFA Society New York’s Annual Dinner at the Mandarin Oriental in NYC was fantastic. Influential CFA charter holders, including John Strangfeld, former Chairman & CEO of Prudential Financial, pictured here with our table, gathered to discuss the current state of global markets, the economy, and the evolution of financial services. Highlights on the housing market, sustainability, technology driven improvements to active management, and the continuous search for alpha were things that were certainly touched upon during the event - exciting times are ahead!
High Water Women's Investing for Impact Symposium
This year’s High Water Women’s Investing for Impact Symposium was filled with leaders and ideas in the ESG arena - allocating capital for change in our environment, communities, and society is certainly making traction! The collaborative discussions had at the conference today were truly informative - thanks to the HWW for putting together such a useful and timely event!
Denali Foundation NYC Benefit
Monticello was pleased to support the Denali Foundation at their NYC benefit, with Billions star actor Paul Giamatti, as one of the featured art subjects and guests. The mission of the Denali Foundation is to expand the minds of children by providing free art supplies in underserved populations - together we can support young artists globally! To learn more about the Denali Foundation, please visit http://www.denalifoundation.org/.
Sustainability Symposium in NYC
As a minority owned business, this week’s Sustainability Symposium in NYC was both informative and refreshing. Leaders in the ESG space within government and business sectors spoke about initiatives being worked on to improve sustainable practices within their spaces, and we agree with these impactful changes.