Montis Financial Employee Directory

Q: What is Montis Financial known for?

Montis Financial was founded in 2012. Montis Financial operates in the Financial Services industry.

Q: How many employees does Montis Financial have currently?

Montis Financial has approximately 24 employees.

Q: Who are Montis Financial's key employees and leadership?

Montis Financial's key employees include: Ceo: J. Y., Chief Investment Officer: D. F., Chief Compliance Officer: A. K., Chief Operating Officer: J. W., Founder And Adviser Emerita: C. D..

Financial ServicesMassachusetts, United States11-50 Employees

Montis Financial is a fast-growing independent Registered Investment Advisor (RIA) in the Northeast that focuses on creating, building, and fostering financial independence for individuals and families nationwide. We provide comprehensive financial planning, dynamic portfolio management, and exceptional client service while delivering our clients the tools to make informed strategic decisions for their families’ financial security. Given our fiduciary nature, we can assure that your priorities are our priorities.

Find Montis Financial employees' phone numbers or email addresses

Montis Financial Global Highlights

North America
28

United States Of America
28

Montis Financial's Leadership

J. Y.
Ceo
Mobile Phone
Email
D. F.
Chief Investment Officer
Mobile Phone
Email
A. K.
Chief Compliance Officer
Mobile Phone
Email
J. W.
Chief Operating Officer
Mobile Phone
Email
C. D.
Founder And Adviser Emerita
Mobile Phone
Email
T. D.
Managing Partner
Mobile Phone
Email
L. H.
Director Of Marketing
Mobile Phone
Email
M. H.
Operations Manager
Mobile Phone
Email

Montis Financial Employee Metrics

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2026

2025

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Contact profiles from Montis Financial

Name

Title

Contact Info

Location

Last Update

T. D.
Managing Partner
Mobile Phone
Email
United StatesMassachusetts
Jan 29, 2026
J. Y.
Ceo
Mobile Phone
Email
United StatesMassachusetts
Jan 28, 2026
D. F.
Chief Investment Officer
Mobile Phone
Email
United StatesMassachusetts
Jan 28, 2026
C. D.
Founder And Adviser Emerita
Mobile Phone
Email
United StatesMassachusetts
Jan 28, 2026
A. K.
Chief Compliance Officer
Mobile Phone
Email
United StatesMassachusetts
Jan 28, 2026
J. W.
Chief Operating Officer
Mobile Phone
Email
United StatesMassachusetts
Jan 28, 2026
L. H.
Director Of Marketing
Mobile Phone
Email
United StatesMassachusetts
Feb 11, 2026
M. H.
Operations Manager
Mobile Phone
Email
United States
Jan 28, 2026
C. B.
Executive Assistant & Office Manager
Mobile Phone
Email
United StatesConnecticut
Jan 28, 2026
T. B.
Senior Financial Advisor
Mobile Phone
Email
United StatesIdaho
Jan 28, 2026

Frequently Asked Questions

What is Montis Financial known for?

Montis Financial was founded in 2012 operates in the Financial Services industry. The company's main headquarters is located in 230 Third Avenue Floor 3 Waltham, Massachusetts 02451 United States. Explore Montis Financial's company overview page for more information.

What is Montis Financial's most common email format?

Montis Financial employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Montis Financial email formats with LeadIQ.

How many employees does Montis Financial have currently?

Montis Financial has approximately 24 employees as of February 2026. These team members are located across 1 continents, including North America.

Who are Montis Financial's key employees and leadership?

As of February 2026, Montis Financial's key employees include:

Ceo: J. Y.
Chief Investment Officer: D. F.
Chief Compliance Officer: A. K.
Chief Operating Officer: J. W.
Founder And Adviser Emerita: C. D.

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