facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

Learn More About the Team
At Montis Financial

A Caring Group of Individuals
Committed to Your Well-Being


John M. Yanchek Photo
Read Bio

John M. Yanchek

Managing Partner & Chief Compliance Officer

John M. Yanchek

Managing Partner & Chief Compliance Officer


John is a managing partner of Montis Financial. His primary responsibilities include supporting and enhancing financial solutions for clients, relationship management, business development, and firmwide strategic planning and execution. John also serves as co-head of the investment committee.

He has extensive experience in institutional finance, having worked at Goldman Sachs’ Investment Banking Division, in both merger and acquisitions, and capital markets, as well as a member of the investment team at Boston-based private equity investment manager ArcLight Capital Partners. While at Goldman Sachs, John’s responsibilities included advising public and private companies of all sizes on commercial and operational decisions including M&A, financing, corporate governance and strategic project development. 

At ArcLight, John evaluated and underwrote new investment opportunities. He oversaw and worked closely with C-suite executives of multibillion dollar businesses to create and execute strategic, financial and operational initiatives. 

John received a B.A. in economics, magna cum laude, from Middlebury College. He was also the starting goaltender on the men’s varsity ice hockey team.

Outside of the office, John loves to play squash, golf, back-country ski, scuba dive and hike. He lives in Wellesley with his wife Caitlin, daughters Rory and Regan and mini golden Ranger.

*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Montis is engaged, or continues to be engaged, to provide investment advisory services.

Tucker P. Donahoe, CAIA Photo
Read Bio

Tucker P. Donahoe, CAIA

Managing Partner

Tucker P. Donahoe, CAIA

Managing Partner


Tucker is a managing partner of Montis Financial. His role drives the creation and execution of Montis’ strategic vision, supporting financial planning services and investment management thought leadership. He also serves as co-head of the investment committee.

Tucker has vast experience in the financial services industry, having served in multiple investment strategy roles at Putnam Investments. While at Putnam, he was part of the Global Asset Allocation Investment Strategy team, with a focus on generating thought leadership perspectives across capital markets and asset classes. 

Tucker holds the Chartered Alternative Investment Analyst (CAIA) designation. CAIA holders are certified to have met the association’s educational standard as a specialist in alternative investments, which include hedge funds, venture capital, private equity, funds of funds, derivatives and real estate investments.

Tucker received a B.A. in economics from Middlebury College. He was a starting defenseman for the men’s varsity ice hockey team, serving as captain his senior year.

Outside of the office, Tucker is an active hockey player, enjoys being outside doing physical activity and, most importantly, surrounds himself with friends and family. Tucker currently lives in Boston’s North End with his wife Ellie, daughter Hadley, and their dog, Rolly.

*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Montis is engaged, or continues to be engaged, to provide investment advisory services.

Christiane S. Delessert, Ph.D., CFP® Photo
Read Bio

Christiane S. Delessert, Ph.D., CFP®

Founder & Advisor Emeritus

Christiane Delessert

Christiane S. Delessert, Ph.D., CFP®

Founder & Advisor emeritus


Dr. Delessert is a founding partner of Montis Financial, a successor to Delessert Financial. She has provided comprehensive financial planning and investment consulting services to high-net-worth individuals for more than 35 years. 

She entered the financial planning and investment field in 1981 as vice president of operations for MHA Financial Corporation in Braintree, MA. and then moved on to become President of Bornhoft Financial Services, Inc., until that accounting firm merged with BDO Seidman. Dr. Delessert was the National Director of BDO Seidman Financial Services, an affiliate of the international accounting firm BDO Seidman until 1994 when she founded Delessert Financial Services.

Dr. Delessert received her Bachelor of Arts degree in Political Science and Economics, summa cum laude, from the University of Geneva and an MALD from the Fletcher School of Law and Diplomacy. She holds a Ph.D. from the University of Geneva in International Law and Economics (Graduate Institute of International Affairs). She is a CERTIFIED FINANCIAL PLANNER™, a member of the Financial Planning Association and of NAPFA (National Association of Personal Financial Advisors). Christiane served as a member of the Advisory Board for Boston University's Program for Financial Planners for 15 years and was a member of the Board of Directors of the Financial Planning Association of Massachusetts, co-chairing their Program Committee.

*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Montis is engaged, or continues to be engaged, to provide investment advisory services.

 Christopher J. Dalto, MBA, JD, CFP® Photo
Read Bio

Christopher J. Dalto, MBA, JD, CFP®

Founder

 Christopher J. Dalto

Christopher J. Dalto, MBA, JD, CFP®

Founder


Christopher is the co-founder of Montis Financial. In his current role, he advises the managing partners and helps set the firm’s strategic vision, while overseeing the investment committee and regularly interacting with clients to review and update their investment and financial plans. 

With vast industry experience, Christopher knows that the financial world is particularly complex, with many individuals taking advantage of others in order to put their needs first. With this in mind, he’s fulfilled by serving as a calm resource for clients, helping them financially navigate turbulent moments and providing them with confidence in their financial plan. 

Christopher received his bachelor’s degree in environmental geography from Ohio University and continued his education at Suffolk Law School in Boston. There, he earned a J.D. and an M.S. in business administration. Having become a member of the Massachusetts bar in 1999, Christopher worked as an estate planning paralegal at William D. Mahony and Co. in Sudbury, MA prior to his work with Montis Financial. 

As a CERTIFIED FINANCIAL PLANNER™, Christopher is a member of the Financial Planning Association and has served on the Board of Directors of the Financial Planning Association of Massachusetts. 

Outside of the office, Christopher is actively involved with local youth sports and has served as president of Assabet Valley Little League, treasurer of Stow Youth Basketball and coached numerous youth baseball, softball, basketball and soccer teams. He also enjoys cooking Italian foods, primarily using family recipes, and is a passionate collector of baseball cards, coins, stocks and more. His family remains busy—from Christopher’s wife who owns Little Feet Treats, LLC (a custom cakes and cupcakes company) to his children who are actively involved in youth baseball, basketball and competitive dance. 

*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Montis is engaged, or continues to be engaged, to provide investment advisory services.

Dennis E. Follmer Photo
Read Bio

Dennis E. Follmer

Chief Investment Officer

Dennis E. Follmer

CHIEF INVESTMENT OFFICER


Dennis is the Chief Investment Officer of Montis Financial. His primary responsibilities include leading Montis’ investment and portfolio management process, developing economic and market-related thought leadership content, and supporting business development efforts. Dennis also participates on the leadership team as well as sits on Montis’ investment committee.

Over the last 30 years, Dennis has garnered extensive investment, portfolio management, tax management and leadership experience. Prior to joining Montis, he was the Head of Portfolio Management at 55ip, a subsidiary of JPMorgan Asset Management that provides tax-management of model portfolios and separately managed accounts (SMAs) for wealth managers across the country. Earlier in his career, Dennis worked in the alternative asset management space including as a founding partner of Oceanwood Capital Management, a $2 billion spin-off from Tudor Investment Corp, as well as the parent company Tudor Investment Corp, where he managed event-driven strategies.

Dennis received an MBA from the Sloan School of Management at MIT and graduated summa cum laude with a bachelor’s degree in finance from Miami University.

Outside of work, Dennis is the proud father of two sons and is an avid golfer.

*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Montis is engaged, or continues to be engaged, to provide investment advisory services.

Brian W. Burke, JD, MA, CFP®, CPWA® Photo
Read Bio

Brian W. Burke, JD, MA, CFP®, CPWA®

Senior Financial Advisor

Brian W. Burke, JD, MA, CFP®, CPWA®

Senior Financial Advisor


Brian is a Senior Financial Advisor at Montis Financial. Within his role at Montis, Brian’s responsibilities include financial and retirement planning, investment management, tax and insurance analyses, estate planning, among other comprehensive client planning aspects.

Brian began his financial services career at Ayco, a fee-based national planning firm focused on the unique financial needs of company executives, providing counsel to clients in the areas of investments, taxes, employee benefits, legacy planning, cash flow analysis and risk management. After Ayco, Brian worked at both Merrill Lynch and Morgan Stanley, developing a deeper understanding of investment management in the context of a planning-centered approach, which focuses on, in order of importance 1) dialogue with the client to understand the client’s goals and concerns; 2) designing a financial plan for the client, coordinating their various sources of wealth, with those goals and concerns in mind; and 3) keeping the client informed and advising on planning decisions. 

Throughout his childhood, Brian worked on a dairy farm where he learned the importance of hard work, accountability, and service. He graduated with a bachelor’s degree from SUNY Plattsburgh in 1989, a master’s degree from Penn State in 1992, and a Juris Doctorate from Pace University School of Law in 1995. Ever since, Brian has spent his career helping high net worth clients in building, implementing, and monitoring comprehensive financial plans. Brian is a CERTIFIED FINANCIAL PLANNER™ and is pleased to work at Montis because the firm adheres to the same values he learned as a child: To work hard, to put the interests of others before your own and to hold yourself accountable to those high standards.

Brian lives in Holliston with his wife Tammy and their three children, Maria, Nolan and Cade. He is actively involved in the kids’ sports and boy scout activities.

*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Montis is engaged, or continues to be engaged, to provide investment advisory services.

Claudine P. Schrock, CFP® Photo
Read Bio

Claudine P. Schrock, CFP®

Senior Financial Advisor

Claudine P. Schrock, CFP®

Senior Financial Advisor


Claudine is a senior financial advisor at Montis Financial. Claudine’s primary responsibilities include providing comprehensive and dynamic financial planning solutions for clients. Her other responsibilities include evaluating tax efficiency, reviewing estate and insurance plans, providing investment and portfolio management expertise to clients, as well as responding to day-to-day needs and activities. She’s passionate about communication and creating meaningful long-term partnerships with the families and individuals she is fortunate to help.

Claudine previously held positions at Adviser Investments and Northwestern Mutual. She has been in the financial services industry since 2009 and is passionate about helping her clients find their version of financial success. Claudine earned her CERTIFIED FINANCIAL PLANNER™ designation in 2022 and is a graduate of Elon University. She is also a multiyear winner of the Boston magazine Five Star Wealth Manager Award.

Outside of the office, Claudine enjoys spending time with her busy household. She and her husband are constantly cheering for, or chasing after, their three young children and dog, Monterey Jack.

*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Montis is engaged, or continues to be engaged, to provide investment advisory services.

Bob Whelan Photo
Read Bio

Bob Whelan

Senior Financial Advisor

Bob Whelan

Senior Financial Advisor


Bob serves as a Senior Financial Advisor for Montis Financial. In his capacity Bob is responsible for providing comprehensive wealth management advice to high-net-worth individuals and families, small businesses, and charitable organizations. He works closely with clients and their ancillary advisors to develop financial strategies to help clients meet their current needs and plan for their long-term objectives. Bob also coordinates the various services his clients require based on their unique needs, including investment management, planning, trust, and private banking advice.

Bob has more than 40 years of experience in the financial services industry. Prior to joining Montis Financial, he was a senior vice president for Wilmington Trust, Boston.  Earlier in his career, Bob held positions at leading financial organizations in New England, developing business and counseling individuals, and was a longtime partner at the Colony Group in Boston.

He holds a bachelor’s degree in economics from Boston University and currently resides in Needham MA with his wife and three boys. He has been actively involved in the Needham sports community, as a coach and former Needham Little League board member, as well as a former board member of MAB Services (Massachusetts Association for the Blind). Bob is an avid runner, having successfully completed several marathons to raise funds for Boston Children’s Hospital.


*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Montis is engaged, or continues to be engaged, to provide investment advisory services.

Joseph H. ("Jay") Bragdon Photo
Read Bio

Joseph H. ("Jay") Bragdon

Senior Financial Advisor

Joseph H. ("Jay") Bragdon

Senior Financial Advisor


Jay is a Senior Financial Advisor at Montis Financial. Jay's primary responsibilities include relationship, investment, and portfolio management for Montis' clients’ families.

Jay has served as investment advisor to high-net-worth families for more than 40 years. As a pioneer in the field of corporate sustainability, he co-chaired the first national symposium on ethics and investment at the Harvard Business School in 1972, and has worked continuously ever since to expand that field.

Understanding the limitations of traditional (linear) investment analysis, which subordinates the well-being of people and nature to the pursuit of GDP and profit, Jay maintains that such “living assets” are the primary source of economic value creation; and that nurturing these assets, instead of being an unnecessary expense, enables companies to regenerate from within. To test the legitimacy of this unconventional (non-linear) approach, he created in 1995 a learning lab of corporate leaders in living asset stewardship called the Global Living Asset Management Performance (LAMP) Index.

The extraordinary performance of companies in this Index eventually led to the publication of three books: Profit For Life (2006), Companies That Mimic Life (2016) and Economies That Mimic Life (2021). Considered together, all three books frame an emerging renaissance in corporate and political-economic leadership.

With a B.A. from American University’s School of International Service and an M.A. from the Fletcher School of Law and Diplomacy, Jay understands the value of public service, environmental stewardship and financial stability in both areas, and the beneficial feedbacks these policies generate for people, planet and profit.

Jay has served on the board of the Sustainability Institute, which was founded by Donella Meadows and has been a research member of the Society for Organizational, which emerged in 1997 from MIT’s Center for Organizational Learning. He is presently a Fellow of the World Academy of Art and Science.

Jay and his wife Jeanne live in Woodstock, VT where they pursue their interests in gardening, wildlife habitat and the growth of their 7 grandchildren. Before moving to Vermont, Jay’s love of river systems extended to the sport of rowing, where he competed throughout Europe and North America.

*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Montis is engaged, or continues to be engaged, to provide investment advisory services.

Timothy R. Brown Photo
Read Bio

Timothy R. Brown

Senior Financial Advisor

Timothy R. Brown

Senior Financial Advisor


Timothy is a senior financial advisor at Montis Financial. In his role at Montis, Timothy’s responsibilities include financial and retirement planning, investment and tax management, insurance and estate planning.

What started as a journey in 1984 for Timothy in “delivering solutions – not products” has now become his mission. With nearly 40 years of experience in the financial planning field, Timothy took his expertise and founded 360 Family Office with the goal of empowering business owners and executives to create new business structures dedicated to serving their entire family. Extensive training in tax, estate, insurance and investments along with a comprehensive professional network offered clients an elevated “family office” experience. Timothy merged his prior business with Montis in 2023 to continue enhancing client service for his clients. 

Due to Timothy’s curiosity, desire for knowledge and continued growth to best serve his client families he has earned important certifications as a Family Office Advisor by the Pepperdine Graziadio Business School, a Certified Trust and Fiduciary Advisor by the American Bankers Association and as a Retirement Management Analyst by the Investment & Wealth Institute. With an in-depth background in both sports and private investigation, he has been able to uncover, as a Family Officer, what really matters to his client families and to work together with the family and other professionals on executing the outcomes they need, want and wish for.

Timothy is an avid traveler whose ambition is to see all the United States, including as many national parks as possible. When he is not working to support his client’s confidence in their financial future, you’ll find him Airstream traveling, learning to fly fish, attending sporting events and enjoying his large family or sharing time with his daughter Jessica. After 61 years of Los Angeles life, Timothy now lives in East Boise, on the southwest plains of Idaho, with dogs Biggie and Camo.

*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Montis is engaged, or continues to be engaged, to provide investment advisory services.

Randy Schaible, CFP®, CFA Photo
Read Bio

Randy Schaible, CFP®, CFA

Financial Advisor

 Mary K. Konetzny

Randy Schaible, CFP®, CFA

Financial Advisor


Randy serves as a financial advisor for Montis Financial. In his role, he works with clients to help define and achieve their goals, reviews client portfolios, builds and analyzes financial plans, and remains up to date with the markets. Randy’s passion for financial planning stems from interacting well with people and a keen interest in analyzing numbers. Being able to use his financial knowledge to benefit clients and help them achieve their goals is what drives Randy on a regular basis. 

A graduate of Bentley University, Randy earned his degree in finance in 2015 and has worked with Montis Financial since then. Randy is a CERTIFIED FINANCIAL PLANNER™ and Chartered Financial Analyst (CFA) and utilizes his knowledge when working with our clients. Additionally, he is part of the Financial Planning Association (FPA) and the Philadelphia CFA Society. 

When he isn’t working, Randy is usually bowling or spending time with his family. During the summer, you can find him on the beach or in the mountains, enjoying the outdoors. He loves to visit new places and try different foods regularly. An avid Philadelphia sports fan, Randy can also be found watching the Eagles play every Sunday during the fall.

*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Montis is engaged, or continues to be engaged, to provide investment advisory services.

Cameron Gast, CFP® Photo
Read Bio

Cameron Gast, CFP®

Financial Advisor

Cameron Gast, CFP®

Financial Advisor


Cameron serves as a financial advisor for Montis Financial. In his role, Cameron leads with comprehensive financial planning to help his clients identify, prioritize, and ultimately accomplish their long-term goals. Cameron specializes in educating and ensuring his clients have a deep understanding of their wealth strategies and the alignment with ultimate financial objectives. Cameron is passionate about leading his clients through all of life’s transition periods while establishing a sense of security along the way.

Cameron is a graduate from Roger Williams University earning a B.S. degree with cum laude honors in finance and accounting. Cameron is a CERTIFIED FINANCIAL PLANNER™ and is well versed when it comes to investment analysis, retirement planning, income tax planning, and estate planning. Cameron worked as a VP, Financial Consultant at Charles Schwab before joining Montis Financial. In his role at Charles Schwab, Cameron held the responsibility of being a trusted advisor for over 300 individuals, institutions, and families. 

Outside of the office, Cameron deeply enjoys spending time with his family, walking on the beach, skiing, and playing golf. He and his wife Rachael reside in Rowley, MA.


*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Montis is engaged, or continues to be engaged, to provide investment advisory services.

Jessica A. Scola Photo
Read Bio

Jessica A. Scola

Relationship Manager

Jessica A. Scola

Relationship Manager


Jessica serves as a Relationship Manager for Montis Financial. Jessica works with families and individuals to identify and pursue long term financial goals with an emphasis on disciplined comprehensive financial planning. From a young age, Jessica has loved being an educator of financial strategies to help clients enable a more secure future. She has always had a passion for serving others on their financial journey.

Jessica received a B.S. in finance and accounting, cum laude, from Providence College. She formerly worked at Deloitte as well as Friedman, Suvalle, & Salomon P.C., both as an auditor and tax accountant. She also worked as an independent executive at Mary Kay, where she was a highly decorated and accomplished national leader for the company.

Outside of work, Jessica loves spending time with her family, staying active, going to the beach and traveling. She and her husband, James, have three active young boys and reside in Jamaica Plain, MA.

*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Montis is engaged, or continues to be engaged, to provide investment advisory services.


Judy T. Weeden Photo
Read Bio

Judy T. Weeden

Director of Operations

Judy T. Weeden

Director of operations


Judy is the director of operations at Montis Financial, responsible for overseeing the Operations Department. In her role, Judy provides operational and administrative support to both internal and external clients, ensuring highly efficient and effective functioning of the firm’s back office. She manages trade execution, reporting, data integrity, as well as the implementation and support of the firm’s technology. Judy is a member of the leadership team.

Prior to joining Montis, Judy served as the chief of staff, strategic partner and trusted advisor to the CEO of Adviser Investments, a $9 billion AUM RIA based in Newton, MA. Judy has over 15 years of operational leadership experience including process improvement, software conversion and implementation, workstream development, M&A integrations and strategic planning.

Judy graduated with a B.S. in business administration, with a concentration in management, from the University of New Hampshire.

Outside of the office, Judy enjoys spending quality time with her family and friends. She and her husband, Dave, love to capture wonderful memories of their adorable corgi, Atticus, through their photography.

*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Montis is engaged, or continues to be engaged, to provide investment advisory services.

Melissa Haganey Photo
Read Bio

Melissa Haganey

Senior Operations Analyst

Melissa Haganey

Senior Operations Analyst


Melissa is a senior operations analyst at Montis Financial. She works closely with the director of operations to ensure the commercial operations run smoothly, while also identifying areas of improvement and implementing solutions across the organization.

Melissa brings with her over 6 years of experience working in operations roles for two other Boston-based RIA firms. Prior to joining Montis, she worked as a relationship manager for Beacon Pointe and as a senior operations associate at Adviser Investments.

Melissa graduated with a B.S. in business administration with concentrations in finance and management from Northeastern University in 2017. She was also a member of the Northeastern women’s ice hockey team and served as an assistant captain from 2015—2017.

Outside of the office, Melissa enjoys spending time with her friends, family, and staying active with her dog Nash. She also loves exploring new restaurants with her husband and tries to keep in shape by hiking, playing ice hockey and working on her golf game.

*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Montis is engaged, or continues to be engaged, to provide investment advisory services.

Lillian LeBlanc Photo
Read Bio

Lillian LeBlanc

Senior Client Service Associate

 Lillian LeBlanc

Lillian LeBlanc

Senior Client Service Associate


Lillian is a senior client service associate at Montis Financial. She works directly with clients to manage and execute all service, trading and relationship activities. In her role, she coordinates all transfers and account-specific activities based on clients' individual needs.

Lillian began her career in 1980 with New England Life Insurance Company located in Boston, where she specialized in evaluating life insurance policies for renewal. In 1986, she joined Fidelity Investments as a Senior Operations Administrator and continued with Fidelity for more than 21 years in various roles including leading the Data Control Team and the Transfer Team.

Lillian joined the Delessert Financial Services team in 2008 as an operations specialist and Montis Financial as a senior client service associate of operations in 2012. 

Outside of the office, Lillian likes to spend time with her family, cooking, baking, watching movies and retail therapy.

*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Montis is engaged, or continues to be engaged, to provide investment advisory services.

Maria Kirkland Photo
Read Bio

Maria Kirkland

Director of Finance

Maria Kirkland

Director of Finance


Maria serves as the firm’s financial officer. Maria is in charge of ensuring that all financial transactions are accurate, including billing and accounts receivable. She works with our banks, insurance companies and other vendors negotiating contracts and keeping bills paid. She furnishes financial statements, works on our taxes with our CPA to make sure that taxes, reports and all necessary filings are made on time. She is key to delivering the budget for planning and tracking. 

Maria graduated Bentley College and spent the first part of her career full-time at CPA firms. Only after years of building her expertise did she strike out on her own. Born and raised in Massachusetts, where her son now attends college, she enjoys fitness, gardening, reading and all things Red Sox, Patriots or Bruins.

*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Montis is engaged, or continues to be engaged, to provide investment advisory services.