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Montrose Advisors Incorporated

montroseadvisors.com Direct investor

Montrose Advisors is an investment advisor to individuals, families, foundations, and trusts, offering investment programs including index-based portfolios and alternatives portfolio management. It manages client assets and provides advice on alternative investments.

Montrose Advisors Incorporated is an investor headquartered in New York, United States, founded in 1992. It invests directly in companies.

Layer
Direct investor
Type
Other
Stage
Not applicable
Headquarters
New York, United States
Founded
1992

Team, as Montrose Advisors Incorporated publishes it

  • Kenneth Lubbock Executive Chairman and Director
  • Angus Lubbock President, Treasurer and Director
  • Lois McNaughton Vice President and Compliance Officer
  • Lisa Train Secretary and Director
  • Kristy Riggio Associate
  • Gregory M. Macosko Director
  • Julia Lubbock Office Manager

Names and roles exactly as listed on montroseadvisors.com. Nothing else about these people is recorded.

Where this comes from

Every fact above was read from a page Montrose Advisors Incorporated publishes itself. Nothing is taken from third-party databases. Investment activity (deals, co-investors) is not yet recorded.

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Record 4078 · added 2026-09-03 · link last verified 2026-09-21 · confidence high

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