MONTIS FINANCIAL, LLC of WALTHAM, MA is an SEC-registered investment adviser (CRD 163986). Regulatory assets under management: $1.3B.
Compensation: % of AUM, Hourly, Fixed, Other.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions.
| Name | Role | Location |
|---|---|---|
| John Michael Yanchek | CHIEF EXECUTIVE OFFICER; CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | — |
| Tucker Patrick Donahoe | MANAGING PARTNER | — |
| Dennis Eugene Follmer | CHIEF INVESTMENT OFFICER | — |
| Judy To Weeden | CHIEF OPERATING OFFICER | — |
| Adrian Nmn Ketri | CHIEF COMPLIANCE OFFICER | — |
| DALTO CHRISTOPHER JON | MEMBER, PRESIDENT; MEMBER, PRESIDENT & CHIEF COMPLIANCE OFFICER; PRESIDENT AND CHIEF COMPLIANCE OFFICER | — |
| FOLLMER DENNIS EUGENE | CHIEF INVESTMENT OFFICER | — |
| COWENHOVEN PETER SHAW | MEMBER & VICE-PRESIDENT; VICE-PRESIDENT | — |
| DELESSERT CHRISTIANE SHIELDS | CHAIRMAN; MEMBER & CHAIRMAN | — |
| ULLMAN JON M | VICE PRESIDENT; VICE PRESIDENT & CHIEF COMPLIANCE OFFICER | — |
| YANCHEK JOHN MICHAEL | MANAGING PARTNER; MANAGING PARTNER & CHIEF COMPLIANCE OFFICER | — |
| DONAHOE TUCKER PATRICK | MANAGING PARTNER | — |