Monty Cerf Provides Wealth Management Guidance

With over 35 years of investment banking and wealth management experience for major organizations such as JPMorgan, Barclays, and OCJ Capital LLC., Monty Cerf is one of the most trusted wealth management advisors. He has served as an adjunct professor for Montclair State University School of Business and sits on that school’s advisory board.

He is also an occasional guest lecturer at the Yale School of Management and sits on the Advisory Board for that school’s Center for International Finance. Those hoping to learn more about wealth management should check back often for the latest blogs about Monty Cerf.

Before reading blog posts from Mr. Cerf, readers must understand his background. Monty Cerf received his bachelor’s degree, magna cum laude, from Cornell University in 1979, where he majored in Government. Then, after service in the Peace Corps in Africa, Cerf sought and received a Masters in Science degree from the London School of Economics.  Cerf then attended the Yale University School of Management, where he received his MBA in finance. After graduation, Mr. Cerf worked in Investment Banking for JPMorgan for over seventeen years.

While working at JPMorgan, Cerf gained expert knowledge of the US, European, and Latin American capital markets and developed expertise in fixed income, derivatives, and equity capital markets, both private and public. After leaving JPMorgan, Monty Cerf would go on to work as Senior Managing Director of Investment Banking at Bear Sterns, Inc., and later as Managing Director of Wealth and Investment Management at Barclays.

Currently, Mr. Cerf serves as Managing Director and Portfolio Manager of Montclair Investment Partners. Throughout his career, Monty Cerf has remained dedicated to helping the financial community and various educational institutions. Today, Mr. Cerf serves on the Board of Advisors for the Yale School of Management’s International Center for Finance, the MSU Business Board of Advisors, and the Cornell Outdoor Education Program Board.

While Monty Cerf’s career has allowed him to travel the world many times over, Mr. Cerf has a great love of Montclair, New Jersey, where he and his family have lived for the past 33 years. For much of his time in Montclair, Monty Cerf has worked with the Montclair State University School of Business as an adjunct professor, lecturer, advisory board member, and scholarship donor.  He has also served on several other, not for profit boards. 

Cerf’s fondness for education has led to this website, which will provide others with the opportunity to learn more about him.