Monticello Associates has appointed William C Howard, CFA as Vice President. Located in the firm’s Denver office, Howard’s primary responsibilities will include managing client relationships and contributing to the firm’s manager evaluation process.
Howard brings more than 19 years of investment experience to his role at Monticello. He joins the firm from Callan LLC, where he provided asset management consulting services to a variety of foundations, family offices and pension funds. Previously, Mr. Howard was a research analyst for Pritchard Investment Management and a portfolio analyst for Hulbert Financial Digest.
Howard earned his MBA from the University of Denver and a BA degree from Vanderbilt University. In addition, he is a CFA charterholder and a member of the CFA Society of Colorado.
“Bill is a proven investment professional with valuable experience that will benefit Monticello’s clients. We are thrilled to have him as a member of our team,” says B Grady Durham, founder of Monticello Associates.