William Montgomery Cerf
200 Park Avenue, 25th Floor, 10171 New York, NY (United States)
About William Montgomery Cerf
Website: https://www.instagram.com/cerfmonty/
William Montgomery Cerf is a licensed investment banker currently serving as managing director and portfolio manager at Montclair Investment Partners, UBS Private Wealth Management. Monty Cerf graduated from Cornell University in 1979 with a B.A. in government, then went on to earn his MSC in politics at London School of Economics in 1981, then an MBA in finance from Yale School of Management in 1983. From there, William Montgomery Cerf worked at many investment firms, including JP Morgan, Bear Stearns, and Barclay. He has served on advisory boards for Montclair, Yale, and Cornell, and even served 1 year and 3 months in the Peace Corps. Mr. Cerf was awarded the Forbes/SHOOK Best-In-State Wealth Advisors in New York recognition in January 2019. Now Monty Cerf and his team at UBS personalize solutions for the wealth management of select clients, helping to mitigate risk and maximize return.
# William Montgomery Cerf # Monty Cerf, # Finance
Address & Location
William Montgomery Cerf
200 Park Avenue, 25th Floor
10171 New York, NY
United States
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