Website: https://williamcerf.com/
Address: 200 Park Avenue, 25th Floor, New York, NY 10171
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 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. Now Monty Cerf and his team at UBS personalize solutions for the wealth management of select clients, helping to mitigate risk and maximize return.
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Linked In: https://www.linkedin.com/in/monty-cerf-05139/