News
May 19th, 2021
Executive Q&A: Wealth management company president on its new digital platform

The company recently rolled out an online digital platform called iDirect to facilitate self-managed investment for its clients. To learn more about the new platform and Monticello’s business, the Business Journal spoke with President Todd Brockwell.
Recent news:
1900 Wealth grows assets managed to record number
March 24th, 2022