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 & foundation portfolios, including schools, private family foundations, museums, and hospitals & other healthcare‐related institutions.

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 member of the Investment Committee for his alma mater St. Albans School in Washington, D.C. He is a graduate of Colgate University, with a Bachelor of Arts degree in political science, and serves as a member of the school’s Alumni Council. He earned his MBA degree from Columbia University.

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