Angus Lubbock

Angus Lubbock is the President, Treasurer, and Director of Montrose Advisors, a New York-based investment advisory firm.12 He holds a Chartered Financial Analyst (CFA) designation, which he obtained in September 2012.3 Lubbock received his B.A. degree from Union College.4

Prior to his current role, Lubbock worked at Kilimanjaro Advisors from 2006 to 2013 and had previous experience with Morgan Stanley and Alliance.2 He joined Montrose Advisors as President on December 1, 2012.5

Montrose Advisors, founded in 1992 by Kenneth Lubbock and John Train, is registered with the U.S. Securities and Exchange Commission and the National Futures Association.1 The firm provides investment advisory services to individuals, families, foundations, and trusts.1

It's worth noting that while the query mentions Angus Lubbock as Vice President, more recent sources indicate he holds the position of President at Montrose Advisors.245