Peter Anthony Montalbano

Current Employers

Employment History

• 09/1999 → Present
  White Mountain Capital, Llc
  New York, NY
• 04/2026 → Present
  Prospera Funds, Inc
  Isle Of Palms, SC
• 12/2020 → 03/2026
  Modern Capital Advisors
  Mount Pleasant, SC
• 04/2021 → 03/2026
  Modern Capital Management Company
  Mount Pleasant, SC

Previous Registrations

• 2022-01-12 → 2026-04-13
  Modern Capital Management, Co.
  Sag Harbor, NY
  Mt Pleasant, SC
• 2022-01-12 → 2023-12-05
  Modern Capital Advisors, Llc
  Raleigh, NC
  Sag Harbor, NY
• 2020-12-17 → 2021-12-31
  Modern Capital Advisors, Llc
  Greenwich, CT
  Raleigh, NC
• 2021-08-24 → 2021-12-31
  Modern Capital Management, Co.
  Greenwich, CT
  Mt Pleasant, SC

Other Businesses

MR. MONTALBANO IS CHAIRMAN OF THE BOARD OF MANAGERS AND AN OWNER OF BONAVENTURE MANAGERS, LLC, WHICH IS THE GENERAL PARTNER OF BONAVENTURE INVESTMENTS, LP, AN INVESTMENT PARTNERSHIP WHICH COMMENCED 06/2001. BONAVENTURE MANAGERS IS LOCATED AT 9521 E Bay Harbor Dr Unit 805, Bay Harbor Islands FL 33154. MR. MONTALBANO DEVOTES APPROXIMATELY 40% OF THE TRADING DAY TO MANAGEMENT DUTIES AND GENERATING INVESTMENT IDEAS FOR THE PARTNERSHIP. MONALBANO IS ALSO A PORTFOLIO MANAGER FOR PROSPERA FUNDS' ETF. HE WILL DEVOTE APPROXIMATELY 1-2 HOURS A DAY DURING THE TRADING DAY TO THIS ACTIVITY. MONTALBANO IS SOLE OWNER OF TOWNLINE BEACH INC, AN S-CORP THAT PROVIDES CONSULTING TO WHITE MOUNTAIN CAPITAL, LLC AND BONAVENTURE MANAGERS DURING THE COURSE OF DAILY BUSINESS.

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-09-30
• S63 Uniform Securities Agent State Law Examination
  1994-12-06