What departments does The Monteverde Group, LLC have?

The Monteverde Group, LLC has employees across 5 departments including Finance, Human Resources, Program & Project Management, Operations, Consultant.

What is the largest department at The Monteverde Group, LLC?

The largest department at The Monteverde Group, LLC is Finance with 2 employees.

Where are The Monteverde Group, LLC employees located globally?

The Monteverde Group, LLC has employees across 3 continents and 3 countries including Romania, United States Of America, Gibraltar.

How has The Monteverde Group, LLC's team size changed over time?

The Monteverde Group, LLC's team has remained stable from approximately 16 to 16 employees based on available data.

The Monteverde Group, LLC Employee Directory

Q: Who are The Monteverde Group, LLC's key employees and leadership?

The Monteverde Group, LLC's key employees include: President And Ceo: J. W. M., Chief Investment Officer, Partner: C. S..

Financial ServicesPennsylvania, United States11-50 Employees

The Monteverde Group is a financial advisory firm serving Pittsburgh, PA and Wheeling, WV, providing coordinated employee benefits, retirement plan guidance, and private wealth management for businesses, families, and individuals. Our work focuses on helping clients make informed decisions through thoughtful planning and a disciplined approach.

For Businesses
• 401(k) and corporate retirement plan consulting
• Pension and cash balance plan oversight
• Employee benefits and group insurance guidance
• Executive and deferred compensation plan support

For Individuals & Families
• Financial planning and retirement income strategies
• Investment advisory and portfolio coordination
• Wealth planning and tax-aware guidance
• Estate and multigenerational planning considerations

The Monteverde Group works with business owners, executives, and households seeking a structured framework for financial decision-making. Our objective is to provide clarity, organization, and long-term direction across key areas of financial life.

Serving the Pittsburgh region with a commitment to attentive service, transparent communication, and long-standing client relationships.

Find The Monteverde Group, LLC employees' phone numbers or email addresses

The Monteverde Group, LLC Global Highlights

North America
17

United States Of America
17

Europe
1

Romania
1

The Monteverde Group, LLC's Leadership

C. S.
Chief Investment Officer, Partner
Mobile Phone
Email
J. W. M.
President And Ceo
Mobile Phone
Email
R. D.
Partner
Mobile Phone
Email
D. M.
Vice President, Partner
Mobile Phone
Email
D. V.
Executive Vice President Of Employee Benefits
Mobile Phone
Email
T. K.
Client Relations Manager
Mobile Phone
Email
J. S.
Project Manager
Mobile Phone
Email
B. K.
Client Relations Manager
Mobile Phone
Email

The Monteverde Group, LLC Employee Metrics

100%

50%

0%

2026

2025

Banking
Business
Community & Social Services
Program & Project Management
Accounting
Other

Contact profiles from The Monteverde Group, LLC

Name

Title

Contact Info

Location

Last Update

E. K.
Client Relations Manager
Mobile Phone
Email
United StatesPennsylvania
Nov 13, 2025
L. J.
Senior Wealth Consultant
Mobile Phone
Email
United StatesPennsylvania
Oct 19, 2025
M. Q.
Associate Financial Advisor
Mobile Phone
Email
United StatesWest Virginia
Feb 18, 2026

Frequently Asked Questions

What is The Monteverde Group, LLC known for?

The Monteverde Group, LLC operates in the Financial Services industry. The company's main headquarters is located in 420 Fort Duquesne Boulevard 2000 Pittsburgh, Pennsylvania 15222 United States; you can contact the main corporate office by phone at

+1-412-391-****

. Explore The Monteverde Group, LLC's company overview page for more information.

What is The Monteverde Group, LLC's most common email format?

The Monteverde Group, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more The Monteverde Group, LLC email formats with LeadIQ.

How many employees does The Monteverde Group, LLC have currently?

The Monteverde Group, LLC has approximately 14 employees as of March 2026. These team members are located across 2 continents, including North AmericaEurope.

Who are The Monteverde Group, LLC's key employees and leadership?

As of March 2026, The Monteverde Group, LLC's key employees include:

Chief Investment Officer, Partner: C. S.
President And Ceo: J. W. M.
Partner: R. D.
Vice President, Partner: D. M.
Executive Vice President Of Employee Benefits: D. V.

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