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Kurt Thomas Momand
Gestore di Portafoglio-Azioni presso Montag & Caldwell LLC
Profilo
Mr. Kurt T.
Momand, CFA, is a Principal at Montag & Caldwell LLC.
He currently serves as portfolio manager and is also a member of the Large Cap and Mid Cap Growth Investment Policy Groups.
He began his investment career in 1979.
Prior to joining the firm, Mr. Momand was affiliated for more than twelve years with Trusco Capital Management, where he was a Managing Director and Senior Portfolio Manager serving institutional clients.
He received his BBA degree from Georgia State University in 1979.
His professional affiliations include the CFA Institute and the Atlanta Society of Finance and Investment Professionals.
Posizioni attive di Kurt Thomas Momand
Società | Posizione | Inizio |
---|---|---|
Montag & Caldwell LLC
![]() Montag & Caldwell LLC Investment ManagersFinance Montag & Caldwell LLC (M&C) is an independent, SEC-registered investment adviser headquartered in Atlanta, Georgia. Founded in 1945, the firm was formerly known as Montag & Caldwell, Inc. and changed their name to Montag & Caldwell LLC after a successful employee-led buyout in 2010. M&C provides proprietary investment solutions to a wide range of institutional and individual clients through separate accounts. | Gestore di Portafoglio-Azioni | 01/09/2010 |
Precedenti posizioni note di Kurt Thomas Momand
Società | Posizione | Fine |
---|---|---|
Montag & Caldwell, Inc.
![]() Montag & Caldwell, Inc. Investment ManagersFinance Montag & Caldwell, Inc. is a registered investment advisor headquartered in Atlanta, Georgia. The firm is a subsidiary of RBS Holdings NV and their ultimate parent is RFS Holdings BV. Montag & Caldwell traces their roots to 1945 when Louis A. Montag formed Atlanta's first independent investment advisory firm. In 1956, Eugene Caldwell was made a partner and the firm's name was changed to Montag & Caldwell, Inc. In 1968, Montag & Caldwell, working with Financial Services Corp., incorporated their first mutual fund, the Alpha Fund. The firm serves a wide range of individual and institutional clients through separate accounts and mutual funds. They have experience working with retirement plans, endowment funds, foundations, state and local governments, hospitals, insurance companies, credit unions and Taft-Hartley funds. | Gestore di Portafoglio-Azioni | - |
Trusco Capital Management, Inc.
![]() Trusco Capital Management, Inc. Investment ManagersFinance Based in Atlanta, Georgia, Ridgeworth Capital Management, formerly Trusco Capital Management, Inc., provides investment management services to associations, corporations, endowments, foundations, healthcare organizations, insurance companies, labor unions and municipalities. Trusco provides services to clients world-wide and serves as the advisor to the STI Classic family of mutual funds. The firm is a subsidiary of Atlanta-based SunTrust Banks Inc. (NYSE: STI), currently has offices in Orlando, Nashville, Chattanooga, Richmond, Chapel Hill, Washington, DC and Woodcliff Lake, New Jersey. | Corporate Officer/Principal | - |
Formazione di Kurt Thomas Momand
Georgia State 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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Montag & Caldwell, Inc.
![]() Montag & Caldwell, Inc. Investment ManagersFinance Montag & Caldwell, Inc. is a registered investment advisor headquartered in Atlanta, Georgia. The firm is a subsidiary of RBS Holdings NV and their ultimate parent is RFS Holdings BV. Montag & Caldwell traces their roots to 1945 when Louis A. Montag formed Atlanta's first independent investment advisory firm. In 1956, Eugene Caldwell was made a partner and the firm's name was changed to Montag & Caldwell, Inc. In 1968, Montag & Caldwell, working with Financial Services Corp., incorporated their first mutual fund, the Alpha Fund. The firm serves a wide range of individual and institutional clients through separate accounts and mutual funds. They have experience working with retirement plans, endowment funds, foundations, state and local governments, hospitals, insurance companies, credit unions and Taft-Hartley funds. | Finance |
Montag & Caldwell LLC
![]() Montag & Caldwell LLC Investment ManagersFinance Montag & Caldwell LLC (M&C) is an independent, SEC-registered investment adviser headquartered in Atlanta, Georgia. Founded in 1945, the firm was formerly known as Montag & Caldwell, Inc. and changed their name to Montag & Caldwell LLC after a successful employee-led buyout in 2010. M&C provides proprietary investment solutions to a wide range of institutional and individual clients through separate accounts. | Finance |
Trusco Capital Management, Inc.
![]() Trusco Capital Management, Inc. Investment ManagersFinance Based in Atlanta, Georgia, Ridgeworth Capital Management, formerly Trusco Capital Management, Inc., provides investment management services to associations, corporations, endowments, foundations, healthcare organizations, insurance companies, labor unions and municipalities. Trusco provides services to clients world-wide and serves as the advisor to the STI Classic family of mutual funds. The firm is a subsidiary of Atlanta-based SunTrust Banks Inc. (NYSE: STI), currently has offices in Orlando, Nashville, Chattanooga, Richmond, Chapel Hill, Washington, DC and Woodcliff Lake, New Jersey. | Finance |
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