Alana Montanari

Principal

Alana Montanari is a Principal and the Co-Head of U.S. Private Wealth distribution, based in the firm’s New York office.

Alana joined from Portfolio Advisors where she was Head of Private Wealth Solutions and responsible for overseeing the registered fund team, business development and managing national consultant/platform distribution relationships.

Prior to that Alana was a Partner and Director at Ironwood Capital Management, an alternative investment manager focused on building hedge fund portfolios. She holds a B.S. in Finance from the University of Connecticut.