Mr. Montelongo serves as an analyst for a group of companies within our equity composites. He researches, analyzes, and reports on a broad universe of equity securities, spanning all sectors. In addition, Israel analyzes fund managers, rebalances strategies and portfolios, and assists with client level allocations. Mr. Montelongo also functions as one of the firm’s traders for equity securities and funds.
Previously, Israel was employed as a Senior Investment Analyst at RVK Inc., where he was responsible for preparing performance reports, detailed asset allocation studies, and executive summaries. As well, Mr. Montelongo was responsible for evaluating managers and for carrying out rebalance analyses.
Mr. Montelongo resides in the UIC neighborhood of Chicago.
University of Nebraska, BS Business Administration (Triple Major in Finance, Economics, and International Business)
University of Nebraska, BA Spanish
Passed Level II of the CFA* Program
*The CFA mark is the property of the CFA Institute
Email Address: firstname.lastname@example.org