Abby Montemaro joined Broadstone in February 2013 as Shareholder Services Coordinator, and currently serves as Shareholder Services and Compliance Manager. She is responsible for supporting current and incoming shareholders for Broadstone Net Lease and Broadtree Homes as well as assisting with regulatory compliance duties for Broadstone Real Estate’s RIA.
Prior to joining Broadstone, Abby served as a general securities and options principal at two local RIA and broker dealer firms. With more than 10 years of experience in the financial services industry, she has great knowledge in brokerage operations and compliance as well as trading, auditing, training, and managing financial advisors.
- BA degree from SUNY Geneseo