Brad Monterio is Managing Director of Colcomgroup, Inc., a strategy, marketing and advisory services firm based in New York. Brad counsels organizations on growing market share, opening new markets, developing new revenue streams and driving market adoption.
Monterio has also been working in the global sustainability movement for more than 10 years focusing on reporting frameworks, standards and technologies to help companies understand new reporting paradigms and changing information needs of the market.
Monterio is a former investment banker serving middle market companies through private placement and capital introduction advisory services and previously held FINRA series 63, 7 and 79 securities licenses. In the late 1980s and early 1990s, he served in marketing and product development positions at Chase Manhattan Bank in international private banking, investment product development and retail banking. Monterio also held a senior marketing and product development position in the home furnishings and giftware manufacturing sector and has directed his own marketing consulting firm.
Monterio is a Global Director on the Institute of Management Accountants (IMA) Board and has served as a member of the Board’s Governance, Planning & Development, Volunteer Leadership and Nominating Committees. Globally, IMA has over 140,000 members practicing in management accounting and finance roles, and it provides the premier credential in management accounting known as the CMA. Monterio is currently studying for the CMA exams. He serves several other roles at the IMA, including chair emeritus of its Diversity & Inclusion Committee, and chair emeritus of its Technology Solutions & Practices (TS&P) Committee. Previously, he served as chair of the IMA XBRL Committee and helped to transition this to the current TS&P Committee.
Monterio is a member of the ACCA Technology Global Forum. He co-chairs the ICAEW Natural Capital Accounting Structured Data Task Force to explore the feasibility of a structured data/XBRL strategy for the UK Office of National Statistics (ONS). He is currently a member of the IFAC Professional Accountancy Organizations (PAO) group representing the IMA. He is past co-chair of the Sustainability Accounting Standards Board (SASB) XBRL Feasibility Task Force. He is a member of the Advisory Board/Expert Network of UK-based KKS Advisors, a former Organizational Stakeholder of GRI and previous member of the Carbon Disclosure Project’s XBRL Taxonomy Working Group.