A Message from Montrose Park Advisors

We are proud to share a meaningful milestone at our firm: our founder, Elliott Miller, is stepping back from his day-to-day responsibilities, effective March 31st — the culmination of a carefully planned succession.

After 45 remarkable years in financial services, Elliott has more than earned this next chapter. His vision, rooted in heartfelt concern for people and a belief that independent, thoughtful financial advice can help clients achieve their personal hopes and dreams, has been the foundation of everything we do. That philosophy remains as central to our firm today as the day he founded Montrose Park Advisors in 2014.

While Elliott will step back from daily operations, he will continue to contribute as an investment strategist — so his wisdom and perspective remain close at hand.

Leadership of the firm continues under the same team you know and trust. In 2023, Danielle Yoch assumed leadership of Montrose Park Advisors, joined by Financial Advisor Brittany Yourinson-Gaskill, Assistant Michele Palmer, and Partner Lynda Blessing and her team — all united by the same core commitment Elliott built: that our clients' needs always come first.

This transition does not affect your accounts or our relationship in any way. We remain fully dedicated to providing the highly personalized, independent advice and genuine care that has always defined this firm.

On behalf of everyone at Montrose Park Advisors, we wish Elliott and his family all the very best.