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 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.
Christopher Dalto is the co-founder of Montis Financial, LLC and he regularly serves as president, chief investment officer and relationship manager. His roles revolve around executing the firm’s strategic vision, 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 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.
Dr. Delessert is the Founder of Montis Financial, LLC, 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.
Dr. Delessert sold Montis Financial to her long-time partner, Christopher Dalto in 2019. She is proud to be surrounded by a magnificent team of dedicated, highly competent individuals, carrying on the ethics and high service standards of the firm. Christiane continues to see some clients and is an active member of Montis’ Investment Committee. She is semi-retired and enjoys her time traveling to see her grandchildren in Switzerland and Washington DC. Christiane is still an avid skier and enjoys her nature walks.
Mr. Ullman serves as Vice President and Director of Financial Planning for Montis Financial, LLC. His role includes a strong concentration on the tax, retirement, estate planning, education and insurance planning and strategy needs of the Montis client base.
Mr. Ullman spent more than 10 years working with senior executives and business owners in the health care, biotechnology and financial services industries. He spent more than two years at FleetBoston Financial with the Fleet Private Clients Group addressing the planning needs and goals of the high-net-worth community in Boston, and with Fleet's $160 billion asset management company, Columbia Management Group. Mr. Ullman joined Delessert Financial Services in 2006 and directed the financial planning activities for the firm.
Jon is a CERTIFIED FINANCIAL PLANNER™ (CFP®), has earned the Chartered Life Underwriter (CLU) designation and is a member of the Financial Planning Association. As an Enrolled Agent, he is a federally licensed tax practitioner with unlimited rights before the IRS. Jon is also a NAPFA-Registered Financial Advisor, having passed a peer-review process for the organization's top level of membership.
Jon holds a Bachelor of Arts degree in literature and psychology from Washington University in St. Louis, and he is a graduate of Boston University's Certified Financial Planner program.
As a Senior Financial Planner for Montis Financial, LLC, Mary brings a wealth of knowledge gained from extensive experience in the industry. Within her role, Mary’s responsibilities include client relationship management, investment management, retirement planning, tax and estate planning.
Since 2004, Mary has been working with individuals and families to identify and achieve their financial planning and investment goals. Her passion for planning began when she discovered her love for educating clients on topics that are important for them to be financially successful. This expanded into a joy of learning as much as she could about the individuals and families she has worked with in order to help them reach their goals.
Mary’s experience includes working as an investment consultant with Fidelity Investments and an internal sales consultant with Eaton Vance Investment Managers. Prior to joining Montis, she spent more than 6 years with Braver Wealth Management as a relationship manager. At Braver, Mary assisted high-net-worth individuals with creating and implementing comprehensive financial plans based on their goals, objectives, priorities and values. No matter her role, Mary has always strived to work in a setting that encourages her to focus more time on her clients in order to provide them with holistic advice and guidance, always in their best interest.
Mary earned her CERTIFIED FINANCIAL PLANNER™ (CFP®) designation in 2009 and is a member of the Financial Planning Association. She is also a Certified Divorce Financial Analyst (CDFA®) and a NAPFA-Registered Financial Advisor. A graduate of the University of Massachusetts in Amherst, Mary earned her Bachelor of Arts degree in Legal Studies and Economics.
Outside of work, Mary loves to cook for her family, which includes 3 growing boys. She is always looking to try new recipes that will gain their approval! When she isn’t working, you can find her at a baseball field, hockey rink or music recital cheering on her kids.
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.
Randy Schaible serves as a financial advisor for Montis Financial, LLC. 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.
Jessica Scola serves as a Financial Advisor 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.
Ms. LeBlanc, Senior Client Service Associate at Montis Financial, LLC, 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.
Jen Cole joined Montis Financial in September 2020 and has quickly become part of the family. She is a key contributor to the day-to-day functions of our office, concentrating on trading, portfolio accounting, reporting, billing and client services.
Jen has worked in customer relations for over a decade delivering exceptional customer care for her clients. She is adept at consulting with clients to evaluate their needs and to determine the best service options available to ensure desired results are met.
Prior to joining Montis, Jen spent six years as a Financial Sales Assistant and Operations Specialist with an independent financial advisor in the Boston area. She was instrumental in the development of portfolios from their creation to their continued care and maintenance. With Jen’s attention and keen eye for detail, she enjoys photography in her free time, as well as gatherings with friends & family, and going on new adventures with her two young boys.
Ms. Pitt is the Executive Administrator and Operations Associate at Montis Financial, LLC. She extends exceptional personal service and attention to clients and her colleagues through her role that includes supporting executive management, as well as providing administrative services.
With extensive experience in administrative support, Ms. Pitt worked with New England Telephone's Human Resources department, Equity Office Properties's Tenant Services department and Millennium Pharmaceuticals Regulatory Affairs and Product Safety division. Her professional experience covers the pharmaceutical, real estate, retail and financial sectors.
Helga joined the Delessert Financial Services team in 2006 and Montis Financial in 2012. Along with her responsibilities as the Executive Administrator, she supports the Operations Department as an Operations Associate.
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.