Montis Financial Information
Contact top employees from
Montis Financial
Summary
Montis Financial is a private company. The company currently specializes in the Financial Services area. Its headquarters is located at Waltham, Massachusetts, USA. The Montis Financial annual revenue is estimated at < 1M. To connect with Montis Financial employee register on SignalHire.
Industries
Financial Services
Headquarters Location
Employees Size
10-50 employees
DMA Code
Greater Boston
Founded
2012
Operating Status
Independent Company
Employees Turnover 3 quarter 2025
Number of employees switched from or switched to
Total number all of employee turnover
Ex-employees switched to
Length of Employment
Employee tenure at Montis Financial shows a diverse range of experience levels:
10% have been with the company for less than 1 year20% for 1–2 years20% for 3–4 years10% for 5–7 years10% for 8–10 years30% have over 11 years of service at Montis FinancialEx-employees positions
In Company
In New Company
Contact top employees from
Montis Financial
Randall Schaible CFA
Financial Planner
Tucker Donahoe
Managing Partner
John Yanchek
CEO
Judy Weeden
Chief Operating Officer
Bob Whelan
Senior Financial Advisor
Mary Konetzny
Certified Financial Planner
Daniel Traub
Senior Financial Advisor
Claudine Schrock
Senior Financial Advisor
Timothy Brown
Senior Financial Advisor
Chris Tilden CFP®
Senior Financial Advisor
Christopher Ciri
Manager of Client Services
Mariah Maines
Compliance Manager and Financial Advisor
Dennis Follmer
Chief Investment Officer
Casandra Johnson
Senior Financial Advisor
Robert McGahan
Operations Associate
Cameron Gast
Financial Advisor
Michael Cappadona
Financial Advisor
Brian Burke
Senior Financial Advisor
Similar Companies
FAQ
Montis Financial operates in the Financial Services industries. More details can be found on the official website: montisfinancial.com.
The headquarters of Montis Financial are located in Waltham, United States.
You can contact Montis Financial by phone at 781-541-5057.
Montis Financial currently employs 10-50 people.
Montis Financial's revenue is approximately < 1M.
