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Kevin A. Zimmerman

Managing Director

Kevin Zimmerman is a Managing Director at Monticello Associates. In his role, Mr. Zimmerman’s primary responsibility is managing client relationships. In addition, Mr. Zimmerman works on complex family office and endowment and foundation portfolios and manages the firm’s Research Department.

Prior to joining Monticello in 2001, Mr. Zimmerman was a financial consultant with Sagemark Consulting in Denver. There he was responsible for providing comprehensive financial planning and analysis to high net worth investors, including asset allocation, risk management, performance analysis, and estate and business succession planning.

Previously, Mr. Zimmerman was a Vice President at Chase Manhattan Bank where he directed the strategic planning efforts for the bank’s domestic cash management business and was actively involved with new product development, pricing, profitability analysis, and competitive positioning.

Mr. Zimmerman is a graduate of Colgate University with a Bachelor of Arts degree in political science. He earned his MBA degree from Columbia University.

He and his wife Whitney reside in the Denver area with their two children, Caden and Ben.