Monticello Associates Email Format

Investment ManagementColorado, United States51-200 Employees

Monticello Associates is an independent asset management consulting firm in the investment management industry that provides non-discretionary investment advisory services to foundations, endowments and family offices. The firm is headquartered in Denver, Colorado, with additional offices in Cleveland, Ohio; Boston, Massachusetts; and Washington, DC. It employs between 51 and 200 people. The company has a history of leadership and staff changes, including the addition of John U. Lawrence as Senior Investment Analyst in 2014 and Milgo Galaydh as Director in Investment Consulting in 2023. In August 2025, Cresset Capital announced its plan to acquire Monticello Associates in a strategic combination expected to close later that year, with the combined firm reporting nearly $200 billion in client assets. Revenue is reported in the range of $100 million to $250 million.

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