Monty Cerf
Managing Director – UBS Financial Services, Inc.
Monty Cerf oversees , a team within UBS Private Wealth Management dedicated to delivering comprehensive and insightful solutions to help navigate investments, planning, risk and tax management, and wealth transfer challenges related to needs of high net worth individuals, family offices, foundations and endowments. He is individually ranked by Forbes as one of the top advisors in New York State and his team is also ranked amongst the top teams in New York State..
Monty has over 40 years of experience in finance. He spent 21 years in investment and merchant banking, where, amongst other global capital market functions, he directed top ranked private equity placement groups, for both JPMorgan and Bear Stearns. Then, transitioning from merchant banking at JP Morgan as well as at his own firm, he joined JPMorgan’s Private Bank, then Lehman Brothers as an Investment Representative within the Wealth and Investment Management division, which was then acquired by Barclays. When Barclays sold that business, he joined UBS Private Wealth Management in 2015.
Monty has also served as an advisor on the Investment Committee for the State of New Jersey Investment Council overseeing its $85 billion pension portfolio. He is a member of the Board of Advisors for the Yale School of Management’s International Center for Finance and is an occasional lecturer there. He has served as Adjunct Professor of Finance at the Â鶹´«Ã½ÔÚÏß School of Business, where he also sits on the MSU Business Board of Advisors and regularly mentors students.  As an outdoor enthusiast, he also serves as a board member the Cornell Outdoor Education Program.
He received his BA in Government, with High Honors, from Cornell University, has an MS from the London School of Economics, and an MBA from Yale University. Monty also has served as a Volunteer for the Peace Corps in Africa.
He and his wife of 41 years are empty-nesters and have three children. He is passionate about tennis, white water canoeing, travel and books.