Timeline
2014
Following more than 30 years of serving individual and institutional investors, Elliott Miller founded Montrose Park Advisors with a vision that a limited number of clients could be best served with a hands-on approach.
2015
Danielle R. Yoch, CFP, joined Montrose Park Advisors, bringing 12 years of experience. She shared Elliott’s image as an independent investment management and financial planning partnership that provides highly individualized service aligned with each client’s personal goals and risk tolerance.
2023
Danielle took over leadership of Montrose Park Advisors as President and CEO, ensuring the firm will stay true to its founding traits.
2024
Financial Advisor Brittany Yourinson-Gaskill joined Montrose Park Advisors, bringing additional resources to provide each client with personalized attention.
2026
Confident that Montrose Park Advisors’ future was in trusted hands, Elliott Miller stepped away from day-to-day involvement to spend more time with his family. He continues to advise the team as Chief Investment Strategist.