DENVER, CO--(Marketwire - Mar 26, 2013) - Monticello Associates, Inc., one of the country's leading asset management consultants, today announced that Brian P. Harrigan, CFA, CPA, has been promoted to a Managing Director and shareholder of the firm.
Mr. Harrigan, who joined Monticello's Cleveland office in 2008, has particular expertise in derivatives-based strategies and valuation, tax-efficiency analysis, and hedge fund research. In addition to maintaining client relationships, he has been involved in the firm's manager evaluation process, asset allocation construction, and quantitative analysis.
Monticello, which recently celebrated its twentieth anniversary, provides highly specialized, research-driven services to many of the most prominent museums, hospitals, schools, and families in the United States.
"A great deal of our success as a firm can be attributed to the quality of our individual professionals," said B. Grady Durham, founder of Monticello Associates. "No one exemplifies Monticello excellence better than Brian, and I'm pleased to recognize his contributions with this promotion."
Prior to joining Monticello, Mr. Harrigan was an Assistant Vice-President and Audit Manager at Harris Bank in Chicago, where he was responsible for running audits for a number of the bank's business units, including the Harris Investment Management Company.
Mr. Harrigan received an MBA from the University of Chicago, Graduate School of Business with concentrations in Analytical Finance, Accounting, and Statistics & Econometrics. He is a Certified Public Accountant, a Chartered Financial Analyst, and a member of the CFA Institute and CFA Society of Cleveland.
Monticello Associates -- named after the Virginia home of Thomas Jefferson -- has grown into one of the country's leading asset management consulting firms. Still headed by Mr. Durham, the company today provides a variety of asset management consulting services, including developing investment policies and objectives, analyzing asset allocation and diversification, researching investment managers for client selection, providing due diligence, and performance monitoring of managers.
About Monticello Associates
Monticello Associates is an independent, fee-only asset management consulting firm headquartered on Denver's historic Larimer Street with an additional office in Cleveland. 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, 2012, the firm provided investment-consulting services to 154 client relationships representing approximately $58 billion of assets under advisement. For more information, visit www.monticelloassociates.com.
Contact Information:
Contacts:
Karen Gilomen
Monticello Associates
Laura Parsons
303-887-2911