Marketing &
Client Service
Our client service professionals are essentially portfolio specialists. They possess an intimate knowledge of our philosophy, process and portfolio holdings, and are a vital bridge in the flow of investment information between Iridian and our clients.
Carlos Montoulieu
Vice President
Carlos joined Iridian in 1997 and is responsible for managing data collection, reporting, and requests for proposal activities, as well as coordinating with staff on client service and business development needs. Previously, he worked as a marketing associate with Fiduciary Trust Company International. He also worked as a senior institutional consulting associate with Paine Webber Prime Asset Consulting Group (formerly Kidder Peabody), as well as a research associate with Cambridge Associates. Carlos holds a BSBA in Finance from Villanova University (1990).
Brian Denny
Senior Vice President
Brian joined Iridian in 2003 and is responsible for client servicing of various institutional clients and business development. Previously, Brian worked as the Assistant Investment Officer/Portfolio Manager of the International Equities department at the Ohio Public Employees Retirement System. He also worked at ICH Capital Management and PNC Financial Corp. Brian holds both a BA in Business Administration/Accounting and an MBA in Finance from Bellarmine University (1985 and 1988, respectively).