Matthew Monticello

As the Director of Financial Analysis, Matt’s primary priority is supporting Gagen MacDonald’s leadership team. From providing financial analysis and managing the company’s financial reporting to addressing ad hoc requests and acting as a trusted financial advisor, Matt is responsible for continuously evolving the firm’s analytical capabilities, supporting the firm’s growth and enabling timely and strategic business decisions that help optimize firm operations.

As the Director of Financial Analysis, Matt’s primary priority is supporting Gagen MacDonald’s leadership team. From providing financial analysis and managing the company’s financial reporting to addressing ad hoc requests and acting as a trusted financial advisor, Matt is responsible for continuously evolving the firm’s analytical capabilities, supporting the firm’s growth and enabling timely and strategic business decisions that help optimize firm operations.

Before joining Gagen MacDonald, Matt spent almost four years with Kemper. Starting as the manager of strategic programs, Matt acted as an internal consultant to the P&C division CFO and was predominantly focused on special projects and presentation support. Then as the director of financial planning and analysis, Matt was responsible for developing and maturing the financial analysis and reporting capabilities for the nascent P&C finance shared services function. Prior to Kemper, Matt accrued almost 10 years of progressive corporate finance experience at several professional services firms.

Education:

  • The University of Chicago Booth School of Business (MBA)
  • University of Indiana-Bloomington (B.S. Finance)

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