Monticello Associates Announces Three New Partners

Monticello Associates, Inc., one of the country's leading asset management consultants, announced that John Harvan, William Howard, and Joseph Krawczak have been named Managing Directors of the Firm, effective January 2023. Mr. Howard is located in Monticello's Denver office, and Messrs. Harvan and Krawczak are located in Monticello's Cleveland office.

"Monticello has continued over time to promote from within and to expand our ownership ranks. Attracting, retaining, and incentivizing top investment professionals is the best way to serve our clients," said B. Grady Durham, Founder and Executive Chairman of Monticello Associates.

Denver‐based Monticello, with its heavy emphasis on research‐based advice, has built an impressive team of senior investment consultants with deep experience in directly evaluating investment managers. Serving a wide variety of clients, including endowments, foundations, and high net‐worth families, the firm has become one of the premier investment consulting organizations in the country.

Source: Monticello Associates

About Monticello Associates

Monticello Associates is an independent, fee‐only asset management consulting firm based in Denver with additional offices in Cleveland, Boston, and Washington, D.C. Founded in 1992, the firm assists endowments, foundations, and family offices in the areas of asset allocation, investment policy development, investment manager search and selection, and performance measurement. As of December 31, 2021, the firm provided investment consulting services to 177 client relationships representing approximately $126 billion of assets under advisement.

Monticello Associates
1800 Larimer Street , #Suite 2100
Denver, CO