William Morgan, the founder and president of Monticello Consulting Group, is an experienced business and implementation manager with over 19 years of consulting expertise across several industries. Prior to founding Monticello Consulting, Will was a consultant with Accenture and with m.a.partners, a boutique financial services consulting firm in New York City. Will has advised such global clients as JPMorgan, Bank of America, Bear Stearns, Alliance-Bernstein, Merrill Lynch, Siemens USA, and AT&T. Will received his MBA from the University of Virginia’s Darden School of Business and holds a Bachelor of Science degree in electrical engineering from Lehigh University.
Megan Martin is an experienced financial services project and program manager with a strong track record of achieving results with a high emphasis on core business functions. Megan is the Director of Quality Assurance at Monticello Consulting Group. Prior to Monticello, Megan worked as a project manager with global banks, buy-side trading firms, futures and options brokerage firms, transportation asset services and management companies. Megan holds a Bachelor of Accounting degree from Loyola University Chicago.
Alan Scott is the Director of Operations at Monticello and leads firm Practice Areas & Committees, Customer Quality Assurance, Talent Development and Marketing. Prior to joining MCG Alan led sustainability and innovation initiatives at Verizon and was a Managing Consultant at Viridis Strategy (acquired by PWC). Alan holds a BS in Finance and International Business from the Pennsylvania State University, a MS in Accounting from Babson College, and MBA from the Darden School of Business at the University of Virginia.
Stan Pique was born and raised in France and started his career at Accenture Paris in 2000 working on large customer systems for EDF France. In 2004, Stan relocated to Accenture’s New York City office supporting the technology architecture team and later assumed leadership roles within the North America consulting practice. In his role, Stan managed Enterprise and Asset Management programs as well as Smart Grid integration. Stan is well versed in software delivery methodologies, PMO practices, and integration technologies. He holds a degree in Industrial Engineering from UTC Compeigne.
Joseph Badalamenti has over 13 years of experience in the financial services industry with extensive experience managing large-scale technology transformation programs within capital markets, compliance (AML/KYC) and retail banking. Joseph began his career in Accenture’s Financial Services consulting practice where he received multiple industry certifications and served as Project/Program Manager for initiatives at Citigroup, JPMorgan Chase and the Federal Reserve Bank of New York. Since joining Monticello in 2017, Joseph has served as Program Manager for a large program in Bank of America Merrill Lynch’s Equity Derivatives technology space and is currently leading a team focused on integrating a new FX Options, FX Cash and Cash Bond trade capture application. Joseph holds a Bachelor of Science degree in Information Systems & Engineering from Lehigh University.
Robert Adams is a certified Agile Scrum Master and Senior Manager with over 20 years of hands-on project management and process re-engineering experience within the financial services industry. Robert has worked extensively as a consultant, business manager and financial analyst in technology and financial operations. Over the course of his career Robert has worked for or with leading global organizations including Bank of America, the DTCC, RBC, Deutsche Bank, Credit Suisse, Citigroup, and New York Life Insurance Company. Robert received his MBA from Pace University’s Lubin School of Business with a concentration in Financial Economics and holds a Bachelor of Science in Accounting from Rider University.
Markus Buri is a seasoned financial services professional with over 20 years of experience. Prior to joining MCG, Markus worked at EY where he assisted clients in the implementation of complex regulatory rules, including Basel III, CCAR and QFC recordkeeping. He has a deep understanding of the regulatory landscape and the challenges financial services firms encounter during the scoping and implementation life cycle. Markus earned a BA from Fordham University with a major in Economics.
Chris Morgan is a financial services professional with twenty years of experience in such areas as banking, brokerage, and insurance. Chris is the Manager of Recruiting at Monticello Consulting Group. Prior to Monticello, Chris worked as a Senior Market Analyst with a large life insurance firm, and as a Senior Business Analyst with one of the largest brokerage firms in the country. Chris holds a Bachelor of Economics from the University of Scranton, and a Masters of Business Administration from Virginia Commonwealth University
Joanna Horowitz is a Senior Consultant in the Alternative Investments Advisory group and also serves as Monticello’s Corporate Responsibility & Diversity lead. As a consultant, Joanna brings more than a decade of experience in marketing and trading to her advisory work. As the firm’s Corporate Responsibility & Diversity lead, Joanna brings a passion to grow the diversity and inclusion efforts within the firm and across Wall Street. Prior to joining Monticello, Joanna managed the marketing and investor relations functions for a boutique hedge fund. She was responsible for client relations, marketing strategy and sales implementation for asset growth leveraging her hands-on experience with global markets and trading activities including equities, hedges, derivatives and FX trading.