William Cerf has been consistently recognized in Forbes’ Best-In-State Wealth Advisor rankings, reflecting long-term, third-party validation.
NEW YORK, NY, UNITED STATES, January 22, 2026 /EINPresswire.com/ — William Montgomery “Monty” Cerf has been named a Forbes Best-In-State Wealth Management Advisor for 2025 in New York. The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12-month period ending June of the prior year. Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice.
William Cerf has appeared on the Forbes Best-In-State Wealth Advisors list in 2019, 2020, 2022, 2023, 2024, and 2025, reflecting sustained evaluation across changing market conditions. In parallel, the advisory team he is part of was recognized on the Forbes Best-In-State Wealth Management Teams list for 2023, 2024, and 2025.
The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12-month period ending March of the prior year. Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice.
This award is a credit to Montclair Investment Partners prioritization of relationships with clients such as yourself. Their pursuit of excellence sets an industry standard and helps turn client dreams into attainable goals.
On behalf of Montclair Investment Partners and the firm, thank you for placing your confidence in us and giving us the opportunity to support your financial journey. We look forward to continuing our partnership as we work toward your wealth management needs and goals.
About William Cerf
William Montgomery “Monty” Cerf is an investment and wealth management professional with more than 20 years of experience across investment management and merchant banking. His career includes senior roles in global capital markets and private equity at institutions such as JPMorgan, Bear Stearns, Lehman Brothers, and Barclays. Monty Cerf holds a bachelor’s degree with high honors from Cornell University, a Master of Science from the London School of Economics, and an MBA from Yale School of Management. He advises family offices, individuals, foundations, and endowments on investment strategy, wealth planning, and long-term financial decision-making.
For more information on third-party rating methodologies, please visitubs.com/us/en/designation-disclosures. As a firm providing wealth management services to clients, UBS Financial Services Inc. offers investment advisory services in its capacity as an SEC-registered investment adviser and brokerage services in its capacity as an SEC-registered broker-dealer. Investment advisory services and brokerage services are separate and distinct, differ in material ways and are governed by different laws and separate arrangements. It is important that you understand the ways in which we conduct business, that you carefully read the agreements and disclosures that we provide to you about the products or services we offer. For more information, please review the client relationship summary provided at ubs.com/relationshipsummary, or ask your UBS Financial Advisor for a copy. ©️ UBS 2026. All rights reserved. The key symbol and UBS are among the registered and unregistered trademarks of UBS. UBS Financial Services Inc. is a subsidiary of UBS Group AG. Member FINRA/SIPC. ACC_12222025-1_BOM Exp.: 12/31/2026
Monty Cerf – Private Wealth Advisor
Montclair Investment Partners
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