Carlos Montoulieu

Carlos Montoulieu

Director, Client Services & Analytics

Joined Third Avenue in
2025

Mr. Montoulieu joined Third Avenue in 2025 as a Director, Client Services & Analytics. Mr. Montoulieu is responsible for managing data collection, reporting, and requests for proposal activities and coordinating with staff on client service and business development needs. Before joining Third Avenue, Mr. Montoulieu was Vice President on the marketing and client service team at Iridian Asset Management. Earlier in his career, he held roles at Fiduciary Trust Company International, PaineWebber Prime Asset Consulting Group, and Cambridge Associates.

Mr. Montoulieu holds a B.S. in Business Administration with a major in Finance from Villanova University.

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