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Ian Monteith, CFA

Managing Director - Retirement, Insurance & Government Practice

Ian Monteith is a Managing Director for the Retirement, Insurance, and Government Practice at Cambridge Associates.

Ian joined Cambridge Associates in 2015 and has more than a decade of industry experience. He is based out of the Boston office. He primarily advises clients on asset allocation strategy, manager selection, and investment program evaluation.

Ian previously served as a Portfolio Director, where he assisted investment teams and clients with investment implementation, operations, reporting, audit, and regulatory needs. In that role, he also represented the Retirement, Insurance, and Government practice as part of the leadership team that oversaw the growth of the middle office. He is a frequent contributor to the firm’s thought leadership on institutional investment topics and continues to guide firm strategy as a member of the Leadership Team Advisory Committee.

Prior to joining the firm, Ian worked as a Structured Trust Associate at State Street. In this role, he monitored and reported on various structured financial products such as CLOs and ABS that were custodied at State Street. Earlier in his career, Ian interned at Rhode Island Housing as a Financial Analyst.

Ian received his BS in Finance from Providence College. He is a CFA® charterholder.

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