Baldwin Montgomery
Membre du Comité d'Investissement chez Waters, Parkerson & Co. LLC
Profil
Mr. Jonathan B.
Montgomery, CFA, is a Co-Managing Partner & Member of the Investment Committee at Waters, Parkerson & Co. LLC.
He joined the firm in 2001.
Mr. Montgomery was previously employed as a Corporate Lender by Whitney National Bank.
He was a corporate lender with Whitney National Bank.
Mr. Montgomery received a B.B.A.
from the University of Mississippi in 1998.
He is a member of the CFA Institute and is a Past President of the CFA Society of Louisiana.
Postes actifs de Baldwin Montgomery
| Sociétés | Poste | Début |
|---|---|---|
Waters, Parkerson & Co. LLC
 Waters, Parkerson & Co. LLC Investment ManagersFinance Waters, Parkerson & Co. LLC (WPC) is an independent, SEC-registered investment advisor headquartered in New Orleans, Louisiana. The firm was founded by Arthur C. Waters in 1933. WPC provides fundamentally sound investment advice and personalized attention to individuals and institutions. | Membre du Comité d'Investissement | 01/02/2001 |
Anciens postes connus de Baldwin Montgomery
| Sociétés | Poste | Fin |
|---|---|---|
Whitney Bank (Old)
 Whitney Bank (Old) Regional BanksFinance Whitney National Bank is the oldest continuously operating bank in New Orleans, Louisiana. The bank engages in community banking in their market areas in the Gulf Coast region, including Houston, Texas, Louisiana, the coastal region of Mississippi, South Alabama and the panhandle of Florida. The bank also has a foreign branch on Grand Cayman in the British West Indies. Whitney National Bank is a subsidiary of Hancock Holding Co. (NASDAQ: HBHC). | Corporate Officer/Principal | 31/12/2000 |
Formation de Baldwin Montgomery
| University of Mississippi | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 2 |
|---|---|
Waters, Parkerson & Co. LLC
Waters, Parkerson & Co. LLC Investment ManagersFinance Waters, Parkerson & Co. LLC (WPC) is an independent, SEC-registered investment advisor headquartered in New Orleans, Louisiana. The firm was founded by Arthur C. Waters in 1933. WPC provides fundamentally sound investment advice and personalized attention to individuals and institutions. | Finance |
Whitney Bank (Old)
Whitney Bank (Old) Regional BanksFinance Whitney National Bank is the oldest continuously operating bank in New Orleans, Louisiana. The bank engages in community banking in their market areas in the Gulf Coast region, including Houston, Texas, Louisiana, the coastal region of Mississippi, South Alabama and the panhandle of Florida. The bank also has a foreign branch on Grand Cayman in the British West Indies. Whitney National Bank is a subsidiary of Hancock Holding Co. (NASDAQ: HBHC). | Finance |
