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Events

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CFA Society New York's Annual Dinner @ the Mandarin

joanna horowitz October 31, 2019

Last night’s CFA Society New York’s Annual Dinner at the Mandarin Oriental in NYC was fantastic. Influential CFA charter holders, including John Strangfeld, former Chairman & CEO of Prudential Financial, pictured here with our table, gathered to discuss the current state of global markets, the economy, and the evolution of financial services. Highlights on the housing market, sustainability, technology driven improvements to active management, and the continuous search for alpha were things that were certainly touched upon during the event - exciting times are ahead!

2019 cfa annual full.jpg
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BIP. Monticello Consulting Group

Monticello Consulting Group is a trusted management consulting firm servicing clients in the global financial services industry. Our mission is simple—to provide exceptional management consulting services by focusing on three core principles for our clients: value creation, superior execution, and uncompromising integrity.

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