The Monticello Difference

Monticello Consulting Group is a trusted management consulting firm that partners with some of the world's largest global financial institutions to tackle their most complex problems – combining our proven approach, a strong partnership mentality, and a drive for innovation, we strive to maximize value creation through uncompromising integrity and superior execution

Uncompromising Integrity

Our clients can always trust Monticello to maintain confidentiality, avoid conflicts of interest, and to accept responsibility in making decisions.

Our consultants are dedicated to the highest ethical and professional conduct, always acting in the best interest of our client and in accordance with all applicable rules, regulations, and laws. Monticello is valued by our clients for our honesty and integrity throughout all of our engagements. 

Value Creation

MCG adds value at every step of the engagement by starting with a deep understanding of client goals at the contracting phase, maintaining flexibility throughout each project, and constantly seeking ways to improve our approach.

Superior Execution

By employing a high-touch approach to execution on all of our engagements, our clients come to view us as both a trusted advisor and an integral part of their team. 


Hear from our Investment Banking and Hedge Fund Clients


“With their solid reputation for implementing robust testing governance and their business acumen in Dodd-Frank regulations, we brought in Monticello Consulting to help with our real time reporting of OTC derivatives.  The Monticello team was extremely focused on the timely delivery of the program in the face of aggressive regulatory deadlines, and their managers demonstrated a commitment to quality throughout.  We were impressed with their understanding of the real-time reporting requirements, and coupled with their hands-on approach, we intend to leverage Monticello again as we work to implement additional Title VII provisions.” - Managing Director, Global Investment Bank


"An undiscovered gem. Monticello provides the best low maintenance, high delivery ratio on the Street." - Director, Global Investment Bank


"Monticello was hired to spearhead consolidating the Bank's Equity Derivative franchise onto one front-to back platform, encompassing dozens of departments and hundreds of stakeholders across many areas of the bank.  The Monticello team created an implementation plan and then systematically administered that plan from a high level with executive management to a detailed level on a trade by trade basis - and with hard work and patience successfully executed on the target date.  Monticello is characterized by a 'will execute', hard-nosed approach to accomplishing significant challenges.  I would personally recommend Monticello consulting services for any project in light of my experiences.“ - Director, Global Investment Bank


"The Monticello team has been an outstanding asset to the Regulatory Reporting workstream." - VP of Treasury Group, in UK