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Our Team

Trusted Professionals. Proven Expertise.

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James Whitman

CEO

Emily Carter

CIO

Michael Donovan

CFO

Sarah Mitchell

Wealth Advisory

Robert Hayes

Portfolio Manager

James Bennett

Client Relations

Christopher Reed

Market Analyst

Natalie Brooks

Investment Strategist

Jessica Collins

Marketing Director

Why Choose Us

Smart Reasons to Trust Montera.

Call To Action

Start Growing Your Wealth Today.

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