Profilo
Mr. John E.
Montgomery is a Managing Director & Chief Investment Officer at Capital Fiduciary Advisors LLC.
Prior to joining Capital Fiduciary Advisors, Mr. Montgomery was a Co-Founder & President at Montgomery Brothers, Inc. and a Managing Director at Potomac Asset Management Co., Inc.
Mr. Montgomery received his BS in Economics from Georgetown University and his MBA in Finance from New York University School of Business Administration.
Precedenti posizioni note di John Edward Montgomery
Società | Posizione | Fine |
---|---|---|
Capital Fiduciary Advisors LLC
Capital Fiduciary Advisors LLC Investment ManagersFinance Capital Fiduciary Advisors LLC (CFA) is the asset management subsidiary of Union Bank Trust, which is ultimately held by Atlantic Union Bankshares Corp. (NASDAQ: AUB). Headquartered in Reston, Virginia, CFA provides investment advisory services to their clients. | Direttore degli Investimenti | 01/06/2017 |
Potomac Asset Management Co., Inc.
Potomac Asset Management Co., Inc. Investment ManagersFinance Potomac Asset Management Co., Inc. (PAMCO) is a private equity firm founded in 1981. The firm is headquartered in Frederick, Maryland. | Membro del Comitato di Investimento | 31/05/1999 |
Montgomery Brothers, Inc.
Montgomery Brothers, Inc. Investment ManagersFinance Founded by Mark Montgomery and John Montgomery in 1999, Montgomery Brothers, Inc. is a registered investment advisor located in Bethesda, Maryland. The firm specializes in discretionary portfolio management for individuals and small to mid-size institutional investors. | Fondatore | - |
Formazione di John Edward Montgomery
New York University | Masters Business Admin |
Georgetown University | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
Aziende private | 3 |
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Potomac Asset Management Co., Inc.
Potomac Asset Management Co., Inc. Investment ManagersFinance Potomac Asset Management Co., Inc. (PAMCO) is a private equity firm founded in 1981. The firm is headquartered in Frederick, Maryland. | Finance |
Montgomery Brothers, Inc.
Montgomery Brothers, Inc. Investment ManagersFinance Founded by Mark Montgomery and John Montgomery in 1999, Montgomery Brothers, Inc. is a registered investment advisor located in Bethesda, Maryland. The firm specializes in discretionary portfolio management for individuals and small to mid-size institutional investors. | Finance |
Capital Fiduciary Advisors LLC
Capital Fiduciary Advisors LLC Investment ManagersFinance Capital Fiduciary Advisors LLC (CFA) is the asset management subsidiary of Union Bank Trust, which is ultimately held by Atlantic Union Bankshares Corp. (NASDAQ: AUB). Headquartered in Reston, Virginia, CFA provides investment advisory services to their clients. | Finance |
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