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Member since Nov 20, 2025
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Website: https://williammontgomerycerf.com/
Address: 200 Park Avenue, 25th Floor, New York, NY 10171
William Montgomery Cerf is a licensed investment banker currently serving as managing director and portfolio manager at Montclair Investment Partners, UBS Private Wealth Management. William Montgomery Cerf graduated from Cornell University in 1979 with a B.A. in government, then went on to earn his MSC in politics at London School of Economics in 1981, then an MBA in finance from Yale School of Management in 1983. Mr. Cerf was awarded the Forbes/SHOOK Best-In-State Wealth Advisors in New York recognition in January 2019. Now William Montgomery Cerf and his team at UBS personalize solutions for the wealth management of select clients, helping to mitigate risk and maximize return.