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Christopher Thomas Assad

Montis Financial, LLC

Waltham, MA

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Current Employers
Montis Financial, Llc

230 Third Avenue Floor 5, Waltham, MA 02451 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2026-05-01
  • MA RA
    APPROVED
    Since 2026-05-01

Branch Locations

230 Third Avenue Floor 5, Waltham, MA 02451 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Brown Brothers Harriman New York NY 07/2021 04/2025
Bessemer Trust Boston MA 04/2025 12/2025
Montis Financial, Llc Waltham MA 03/2026 Present
Medway High School Medway MA 08/2013 06/2017
Boston College Boston MA 09/2017 05/2021
  • 07/2021 → 04/2025
    Brown Brothers Harriman
    New York, NY
  • 04/2025 → 12/2025
    Bessemer Trust
    Boston, MA
  • 03/2026 → Present
    Montis Financial, Llc
    Waltham, MA
  • 08/2013 → 06/2017
    Medway High School
    Medway, MA
  • 09/2017 → 05/2021
    Boston College
    Boston, MA
Designations
Other Names
  • Christopher Assad

View on SEC IAPD

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