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John Harvan, Cfa Email & Phone Number

Managing Director at Monticello Associates at Monticello Associates
Location: Bedford, Ohio, United States 9 work roles 4 schools
1 work email found @monticelloassociates.com LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email j****@monticelloassociates.com
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Current company
Monticello Associates
Role
Managing Director at Monticello Associates
Location
Bedford, Ohio, United States
Company size
49 employees

Who is John Harvan, Cfa? Overview

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Quick answer

John Harvan, Cfa is listed as Managing Director at Monticello Associates at Monticello Associates, a with 49 employees, based in Bedford, Ohio, United States. AeroLeads shows a work email signal at monticelloassociates.com and a matched LinkedIn profile for John Harvan, Cfa.

John Harvan, Cfa previously worked as Managing Director at Monticello Associates and Vice President at Monticello Associates. John Harvan, Cfa holds Master Of Business Administration - Mba from The University Of Chicago Booth School Of Business.

Company email context

Email format at Monticello Associates

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*@monticelloassociates.com
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AeroLeads found 1 current-domain work email signal for John Harvan, Cfa. Compare company email patterns before reaching out.

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Profile bio

About John Harvan, Cfa

John Harvan, Cfa is a Managing Director at Monticello Associates at Monticello Associates. He possess expertise in financial modeling, investments, private equity, asset management, due diligence and 9 more skills.

Listed skills include Financial Modeling, Investments, Private Equity, Asset Management, and 10 others.

Current workplace

John Harvan, Cfa's current company

Company context helps verify the profile and gives searchers a useful next step.

Monticello Associates
Monticello Associates
Managing Director at Monticello Associates
denver, colorado, united states
Website
monticelloassociates.com
Employees
49
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Company profile
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9 roles

John Harvan, Cfa work experience

A career timeline built from the work history available for this profile.

Analyst

Nuveen Investments

Greater Chicago Area

• Supported creation, launch, and sale of exchange traded products and exchange listed commodity pools, raising over $1 billion in commodity, real asset, master limited partnership, preferred securities, and long/short credit asset classes• Executed refinancing activities for $2.4 billion of outstanding Auction Rate Preferred Securities to preserve leverage benefits for Nuveen’s closed-end funds through three proprietary alternative preferred equity structures• Developed new financial products from idea conception to IPO and NYSE listing, including performing portfolio modeling, term sheet/prospectus drafting, due diligence, pitchbook creation, and sales activities

Nov 2010 - Mar 2013

Analyst

Hsbc

Greater Chicago Area

• Performed present value of a basis point (PVBP, DV01) analysis for interest rate risk monitoring of senior debt and retail notes within HSBC’s Consumer Finance entity• Prepared daily reconciliation of non-qualified hedge and mark-to-market swap transactions and completed price verification using Bloomberg, Reuters, and other third party pricing data• Confirmed overnight investment collateral positions and verified daily cash settlement

Aug 2009 - Nov 2010

Private Equity Intern

Lakefront Partners, Lp

Cleveland/Akron, Ohio Area

• Completed financial modeling, transaction screening, analysis, and structuring for firm’s leveraged buy-out acquisitions• Conducted due diligence, assisted in execution, and created pitchbooks for investment committee review of new investments• Created investment due diligence timeline from prior transactions to standardize investment process

May 2008 - Jul 2008

Intern

Xe Capital Management

Greater New York City Area

• Coordinated activities and information for CEO, General Counsel, and XE Real Estate Team concerning $3 billion joint venture real estate transaction in Utah• Performed research and assembled presentation materials for Life Settlement and Indian real estate markets along with XE Real Estate team’s market comparisons• Supported XE’s Intranet database construction and developed hedge fund database for Risk Management Team

May 2007 - Aug 2007
Team & coworkers

Colleagues at Monticello Associates

Other employees you can reach at monticelloassociates.com. View company contacts for 49 employees →

AD Adler Da Cunha Adler Da Cunha Colleague at Monticello AssociatesDenver, Colorado, United States View → WM Wanda Millet Wanda Millet Colleague at Monticello AssociatesMonticello, New York, United States View → BH Ben Hanson Ben Hanson Colleague at Monticello AssociatesDenver, Colorado, United States View → DN Dax Nava Dax Nava Colleague at Monticello AssociatesCastle Rock, Colorado, United States View → MS Maura Spangler Maura Spangler Colleague at Monticello AssociatesDenver, Colorado, United States View → WH William Howard, Cfa William Howard, Cfa Colleague at Monticello AssociatesDenver, Colorado, United States View → VS Victor Smile Victor Smile Colleague at Monticello AssociatesProvincia De Llanquihue, Los Lagos Region, Chile View → EB Eric Burkard Eric Burkard Colleague at Monticello AssociatesGreater Milwaukee, United States View → ER Eric R. Eric R. Colleague at Monticello AssociatesDenver, Colorado, United States View → ER Eric Riedlin Eric Riedlin Colleague at Monticello AssociatesDenver, Colorado, United States View →
4 education records

John Harvan, Cfa education

Diploma, College Preparatory

Walsh Jesuit
FAQ

Frequently asked questions about John Harvan, Cfa

Quick answers generated from the profile data available on this page.

What company does John Harvan, Cfa work for?

John Harvan, Cfa works for Monticello Associates.

What is John Harvan, Cfa's role at Monticello Associates?

John Harvan, Cfa is listed as Managing Director at Monticello Associates at Monticello Associates.

What is John Harvan, Cfa's email address?

AeroLeads has found 1 work email signal at @monticelloassociates.com for John Harvan, Cfa at Monticello Associates.

Where is John Harvan, Cfa based?

John Harvan, Cfa is based in Bedford, Ohio, United States while working with Monticello Associates.

What companies has John Harvan, Cfa worked for?

John Harvan, Cfa has worked for Monticello Associates, Nuveen Investments, Hsbc, Lakefront Partners, Lp, and Morningstar Uk, Ltd.

Who are John Harvan, Cfa's colleagues at Monticello Associates?

John Harvan, Cfa's colleagues at Monticello Associates include Adler Da Cunha, Wanda Millet, Ben Hanson, Dax Nava, and Maura Spangler.

How can I contact John Harvan, Cfa?

You can use AeroLeads to view verified contact signals for John Harvan, Cfa at Monticello Associates, including work email, phone, and LinkedIn data when available.

What schools did John Harvan, Cfa attend?

John Harvan, Cfa holds Master Of Business Administration - Mba from The University Of Chicago Booth School Of Business.

What skills is John Harvan, Cfa known for?

John Harvan, Cfa is listed with skills including Financial Modeling, Investments, Private Equity, Asset Management, Due Diligence, Asset Allocation, Bloomberg, and Financial Analysis.

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