MONTROSE ADVISORS INCORPORATED of NEW YORK, NY is an SEC-registered investment adviser (CRD 105918). Regulatory assets under management: $670.8M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Charities, Investment cos.
| Name | Role | Location |
|---|---|---|
| Helen T Klebnikov | SHAREHOLDER | — |
| Kenneth Miles Lubbock | EXECUTIVE CHAIRMAN AND SHAREHOLDER AND DIRECTOR AND TREASURER | — |
| Lisa Train | SHAREHOLDER AND DIRECTOR | — |
| Nina T Choa | SHAREHOLDER | — |
| Lois Mcnaughton | VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER | — |
| John Angus Lubbock | PRESIDENT, SHAREHOLDER AND DIRECTOR | — |
| LUBBOCK KENNETH MILES | EXECUTIVE CHAIRMAN AND SHAREHOLDER AND DIRECTOR AND TREASURER; PRESIDENT AND SHAREHOLDER AND DIRECTOR; PRESIDENT AND SHAREHOLDER AND DIRECTOR AND CHIEF COMPLIANCE OFFICER (+1 more) | — |
| TRAIN LISA | SHAREHOLDER AND DIRECTOR; VICE PRESIDENT AND SHAREHOLDER AND DIRECTOR | — |
| TRASK JOHN J | TREASURER AND DIRECTOR | — |
| TRAIN NINA TERESA | SHAREHOLDER | — |
| TRAIN HELEN | SHAREHOLDER | — |
| TRAIN JOHN | CHAIRMAN AND DIRECTOR; HONORARY CHAIRMAN; NON EXECUTIVE CHAIRMAN AND DIRECTOR | — |
| MCNAUGHTON LOIS | CHIEF COMPLIANCE OFFICER; VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER | — |
| HEITMAN HARRY R | DIRECTOR | — |
| MAGGIN DONALD L | DIRECTOR | — |
| CHOA NINA T | SHAREHOLDER | — |
| KLEBNIKOV HELEN T | SHAREHOLDER | — |
| BOCKEMUHL LOIS | CHIEF COMPLIANCE OFFICER | — |
| PANEBIANCO ANTHONY | DIRECTOR | — |
| MENDES JOSHUA DE SOLA | VICE PRESIDENT | — |
| LUBBOCK JOHN ANGUS | DIRECTOR; PRESIDENT, SHAREHOLDER AND DIRECTOR; SHAREHOLDER AND DIRECTOR | — |