Learn More About the Team
At Montis Financial

John M. Yanchek

Managing Partner & Chief Compliance Officer

John Yanchek is a Managing Partner of Montis Financial. John’s 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.

John has extensive experience in institutional finance and has held roles in Goldman Sachs’ Investment Banking Division, in both merger and acquisitions as well as capital markets, and as a member of the investment team at Boston-based private equity investment manager ArcLight Capital Partners. While at Goldman Sachs, his 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 as well as 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. At Middlebury, John was 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. John currently lives in Boston’s South End with his wife Caitlin and their dog, 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

Managing Partner

Tucker Donahoe is a Managing Partner of Montis Financial. Tucker’s role revolves around the creation and execution of Montis’ strategic vision, supporting financial planning services, and providing investment management thought leadership. Tucker 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, Tucker 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 the area of 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. At Middlebury, Tucker was a starting defenseman for the men’s varsity ice hockey team, serving as captain his senior year.

Outside of the office, Tucker is still an active hockey player, enjoys being outside, any forms of physical activity, and most importantly surrounding himself with friends and family. Tucker currently lives in Boston’s North End with his Fiancé Ellie 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®

Founding Partner & Senior Advisor

Dr. Delessert is the Founding Partner of Montis Financial, a successor to Delessert Financial. She has been providing 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 by serving 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™ (CFP®), 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®

Executive Chairman

Christopher Dalto is the co-founder of Montis Financial and currently serves as Executive Chair of the Board. In his current role, Chris advises the Managing Partners and helps set the firm’s strategic vision, oversees the investment committee, and regularly interacts 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 gets fulfillment from 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 Juris Doctorate degree and a master’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, LLC. 

As a CERTIFIED FINANCIAL PLANNER™ (CFP®) 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

CHIEF INVESTMENT OFFICER

Dennis Follmer is the Chief Investment Officer of Montis Financial. Dennis’ 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.

Joseph H. ("Jay") Bragdon

Senior Financial Advisor

Jay Bragdon 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 BA from American University’s School of International Service and an MA 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.

Brian W. Burke, JD, MA, CFP®, CPWA®

Senior Financial Advisor

Brian Burke 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 Burke 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 (CFP®) 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®

Senior Financial Advisor

Claudine Schrock 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™ (CFP®) designation in 2022 and is a graduate of Elon University. She is also a multi-year 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 Jac

*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

Financial Advisor

Randy Schaible 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 LLC since. Randy is a CERTIFIED FINANCIAL PLANNER™ (CFP®) 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.

Jessica A. Scola

Relationship Manager

Jessica Scola 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.  Jessica is in the process of earning her Certified Financial Planner (CFP) designation, which she expects to earn in 2022.  Jessica 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

Director of operations

Judy Weeden 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

Senior Operations Analyst

Melissa Haganey 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 fiancé 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

Senior Client Service Associate

Ms. LeBlanc, Senior Client Service Associate at Montis Financial, 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.

Ms. LeBlanc 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. 

Maria Kirkland

Director of Finance

Maria Kirkland 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 and throughout it all, she is cheery and professional. 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.