Monticello recently hosted a summer off-site team meeting at the Yale Club in New York. It was an opportunity to welcome new hires, share our vision and strategy for success, discuss new employee benefits and incentives, and recognize the great work of our talented consultants. We're pleased to see the team grow and flourish and we look forward to continued progress during the 2nd half of 2018 and beyond!
Last week, two Monticello employees were rewarded for their leadership and outstanding professional performance with a night of Springsteen on Broadway.
Springsteen’s passion and drive is inspirational and what we all strive for at Monticello Consulting Group. Rock on Bruce and team Monticello!
Monticello Consulting Group held a team Summer Social Hour in NYC this month, where rooftop views, good food, and conversations with colleagues were enjoyed by all.
Happy summer team Monticello and friends - we look forward to a successful season ahead!
Monticello’s team gathered at UVA’s Annual Financial Panel in NYC, with this year’s theme - "Adapting to Change: Volatility, Disruptive Opportunities, Optical Allocations, and the Search for Alpha Now.”
As we continue to adapt to the market’s ever changing environment, it was insightful to exchange ideas & thoughts on the direction of the asset management industry with leaders from Cambridge, JPM’s private bank, EdgeHill and the Mayo Center for Asset Management on this topic. We at Monticello were pleased to represent our namesake, re-connect with Darden & UVA alumni, and take part in an important industry-focused conversation!
Monticello Consulting Group attends Chase’s Economic Outlook Summer networking event in NYC, with Head Economist & Managing Director, James Glassman. Will Morgan, CEO of Monticello Consulting Group, and James Glassman, highlighted in pictures below. The tone of the conversation was very positive on the overall macroeconomic and political environment impacting the US and global economy today, with an overwhelming optimistic view on growth targets and employment in the broader economy. James’s thoughts on technology and innovation as positive growth drivers are undoubtedly in-line with our thinking here at Monticello Consulting Group.
Thank you to our friends at Chase for an engaging evening and our Monticello team members who were able to join!
Monticello’s Richmond, Virginia office supports the Ashland Barracudas swim team. This community swim organization fields approximately 175 swimmers from across Hanover County, VA and competes throughout the summer. Monticello’s sponsorship supports the cost of swim team supplies and administrative expenses. Go Barracudas!
Across the last several weeks, Monticello employees participated in financial literacy education courses, developed through a partnership with the High Water Women organization and a public New York City high school.
The financial literacy program focuses on providing education to low income youth and adult communities and developing essential financial skills. Learning the fundamentals behind earning an income, taxation, budgeting, savings, the implications of debt, and avoiding predatory businesses helps position students for a more secure financial future. The Monticello team truly enjoyed sharing their knowledge and time with the students and watching them learn and grow!
If you’re interested in joining Monticello and volunteering for financial literacy education opportunities with the High Water Women, please click here to visit their website.
The team at Monticello had a fantastic time at Escape the Room NYC last week. In a game designed for intense cooperation and working together, the event proved to be the perfect way to get out for a high quality team building exercise, a tasty meal, and most importantly - great conversation with colleagues. And yes, we did escape The Clock Tower!
Last week the Inwood House hosted its annual Spring Luncheon to support their work with pregnant and parenting teenagers. In support of their aim to raise awareness of important issues facing teens in our community, a team of expert panelists tackled a thought-provoking and engaging topic - We Need to Talk about Diversity: How to Speak to Children about Inclusion and Diversity.
The luncheon covered a number of great topics including the importance of intention driven actions, addressing unconscious bias and asking respectful questions, and embracing differences to drive change. By educating our children, we can help make the world a better place for generations to come. Monticello Consulting Group sponsored the event while our very own Joanna Horowitz served as a co-chair helping to make the event a success.
If you are interested in joining Monticello and supporting the Inwood House at the Children’s Village, please visit https://childrensvillage.org/donate/
Breaking down industry norms can be challenging. At Monticello, we encourage our diverse team to pursue goals that help them grow personally and professionally. Learn more about Monticello’s Joanna Horowitz and her journey to obtain the CFA designation – why she did it and why she encourages others to pursue it! Click here for the full article.
Nearly four months have passed, but Puerto Rico still finds itself struggling to recover from Hurricanes Irma and Maria. Homes and schools have been devastated. 40% of the population is still without power. Although the rebuilding effort is underway, a tremendous amount of work remains. Monticello supports the United Way’s Hurricanes Irma and Maria Relief Fund. Please see the below link to support recovery efforts today. Together, we can truly make a difference.
Have a happy and healthy holiday from all of us at Monticello Consulting Group!
Monticello is thrilled to see our firm come together again this holiday season for a good cause. We participated in the 2017 @High Water Women Foundation Holiday Toy Drive to help children in need have a happy holiday. We always love taking the opportunity to give back to our community, especially during this time of year.
As 2017 comes to an end, we enjoyed bringing our whole team together for a night of celebrating a successful year and a happy holiday season. Thank you to all of our employees for a wonderful evening!
Thank you to the MercuryBar for hosting the Monticello team for Trivia Night! This event was a great opportunity to team-build in a fun setting. Congratulations to our MCG employees on their second place finish!
Monticello employees attended the IEEE Advanced Communications Symposium on artificial intelligence, machine learning, big data, deep learning and related applications. We enjoyed the opportunity to expose our consultants to the latest ideas and trends in the field of AI, while enabling them to network with both experts and peers.
Monticello joined The Children's Village and was able to spend time playing games, handing out school supplies and serving pizza & juice for the children in the Drew Hamilton Community’s after school program. A big thank-you to all those who were able to attend. We hope to work with The Children’s Village again in the future!
Our thoughts are with all people, families, and communities affected by hurricanes Harvey and Irma. Monticello supports the Red Cross’ efforts in hurricane relief. Please see the following links to support recovery efforts today. Thank you for helping to make a difference in this time of need.
Hurricane Harvey Relief: http://rdcrss.org/2wpOCBH
Hurricane Irma Relief: http://rdcrss.org/2f5Z6DR
Monticello Consulting Group had a great night watching the Mets victory! We love having the opportunity to spend time with our colleagues at MCG Events. Thank you to those who attended the game!
This summer Monticello Consulting Group was proud to volunteer with City Harvest. The Monticello Charity Team partnered with our clients to collect 5,880 pounds of fresh food from the market vendors in Union Square to be donated to families in need the following day! A big thank you to all those who helped out.