Claire Aldrich has over 25 years experience advising CFOs on their corporate finance strategies and initiatives. Much of her career was spent as an analyst in a variety of positions at heritage JP Morgan, and then JP Morgan Chase. Her last position at the bank was as Head of the Structured Credit Warehouse Group.
At Montieth & Company, Claire is at the foundation of the firm’s investor relations suite of services and is a leading member of the management advisory practice. As an analyst she provides deep insight into achieving a baseline understanding of a client’s financial condition and prospects and conducts a thorough review of the investment thesis. Claire’s analytical recommendations help set the strategic direction for the firm’s analyst and investor relations programs.
Claire began her career in the Credit Advisory Group of JP Morgan in 1983. In 1993, she became a Senior Analyst for Food, Media and Technology. In 1998 she headed Credit Research/Portfolio Management for Consumer Products, Media and Technology. Claire moved to the investment banking side of JP Morgan Chase in 2001 and managed a team dedicated to analyzing, monitoring and managing a $4 billion portfolio of assets for securitization into CLOs.
Claire graduated from Yale University with a BA in Economics and Political Science and a Minor in Russian Studies. She earned her CFA in 1994. She is a member of the New York Society of Security Analysts.