John Louis Montag
Presidente presso A. Montag & Associates, Inc.
Profilo
Mr. John L.
Montag, CFA MBA, is a President, Chief Investment Officer & Portfolio Manager at A.
Montag & Associates, Inc. He joined MONTAG in 1995 and became CIO and President in 2009.
He is responsible for research oversight at MONTAG and many of the firm’s day-to-day investment assignments.
As Chief Investment Officer, he oversees the firm’s investment research and serves as its lead portfolio manager, working directly for a number of clients.
He employs a comprehensive approach blending investment issues, legal and accounting concerns, lifestyle considerations and philanthropic interests.
Mr. Montag was previously employed as a Trustee by Atlanta Society of Financial Analysts and a Principal by Salomon Brothers.
He received his undergraduate degree from the University of Pennsylvania and an MBA from Dartmouth College.
Posizioni attive di John Louis Montag
| Società | Posizione | Inizio |
|---|---|---|
A. Montag & Associates, Inc.
 A. Montag & Associates, Inc. Investment ManagersFinance A. Montag & Associates, Inc. (MONTAG) is an independent wealth management firm and registered investment advisor headquartered in Atlanta, Georgia. The firm was founded by Louis Anthony (Tony) Montag in 1982. MONTAG provides portfolio management and general consulting services to individuals, families, trusts, estates, charitable organizations and foundations and other endowed institutions. | Presidente | 01/01/2009 |
Precedenti posizioni note di John Louis Montag
| Società | Posizione | Fine |
|---|---|---|
| Atlanta Society of Financial Analysts | Corporate Officer/Principal | - |
| Salomon Brothers | Corporate Officer/Principal | - |
Formazione di John Louis Montag
| University of Pennsylvania | Undergraduate Degree |
| Dartmouth College | Masters Business Admin |
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 |
|---|---|
A. Montag & Associates, Inc.
A. Montag & Associates, Inc. Investment ManagersFinance A. Montag & Associates, Inc. (MONTAG) is an independent wealth management firm and registered investment advisor headquartered in Atlanta, Georgia. The firm was founded by Louis Anthony (Tony) Montag in 1982. MONTAG provides portfolio management and general consulting services to individuals, families, trusts, estates, charitable organizations and foundations and other endowed institutions. | Finance |
| Salomon Brothers | Finance |
| Atlanta Society of Financial Analysts |
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