![Diane Montague](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profil
Ms. Diane Montague is Chief Investment Officer at Train, Babcock Advisors LLC.
Prior to joining Train, Babcock Advisors in 2007, Ms. Montague was previously employed as a Managing Director by Neuberger Berman LLC, a Managing Director by Lipper & Co, Inc., Senior Vice President by Fiduciary Trust Co. International, and Vice President by JPMorgan & Co., Inc.
Ms. Montague received an undergraduate degree from Elmira College and a graduate degree from New York Law School.
Anciens postes connus de Diane Montague
| Sociétés | Poste | Fin |
|---|---|---|
Train, Babcock Advisors LLC
 Train, Babcock Advisors LLC Investment ManagersFinance Train Babcock Advisors primarily allocates client investment assets among individual debt and equity securities, and, to a much lesser extent, among no load or load-waived mutual funds on a discretionary or non-discretionary basis in accordance with the client’s designated risk tolerance and investment objectives. The core holdings of all portfolios are comprised of a careful selection of high quality companies purchased for the long-term. Train Babcock does not try to match an index. Rather, they seek out highly successful companies through intensive research. They follow a bottom-up investment process. Stocks are allowed to grow over the long-term in order to realize the power of compounding, as well as to minimize trading expenses and capital gains taxes. All stocks are closely monitored and are promptly sold in the event their fundamentals deteriorate. Train Babcock applies the same high standards for fixed income investments as they do for equities. High quality cash reserves and government, corporate and municipal bonds- taxable or tax-free are used as appropriate to meet the client's objectives for safety, liquidity and income. As in the case of equity investments, they are not market timers and we do not try to beat the market. Portfolios are always well-diversified by asset class, industry and company. Every portfolio is individually managed for tax efficiency and to maximize after-tax results. | Directeur en chef des Investissements | 01/10/2010 |
Neuberger Berman BD LLC
 Neuberger Berman BD LLC Investment ManagersFinance NBBD-IM offers clients investment solutions across asset classes, styles, capitalizations and geographies in both public and private markets, as well as multi-asset class solutions that bring them all together. For equity investments, the firm tends to focus on stocks with solid balance sheets, relatively low price-to-earnings ratios, low price-to-cash flow ratios, strong cash flows, above-average yields, sustainable earnings growth, reasonable valuation multiples relative to growth prospects, sound franchise values and significant insider ownership. They use both top-down and bottom-up analysis to select investments. In addition, the firm uses options and futures and occasionally invests in ADRs and private equity opportunities. | Corporate Officer/Principal | 31/12/2006 |
Lipper & Co., Inc.
 Lipper & Co., Inc. Investment Banks/BrokersFinance Provides mutual fund information and analysis | Corporate Officer/Principal | 02/01/2002 |
Fiduciary Trust Company International
 Fiduciary Trust Company International Investment ManagersFinance Provides investment advice | Gestionnaire de Portefeuille-Actions | 31/12/1999 |
J.P. Morgan & Co., Inc. (Old)
 J.P. Morgan & Co., Inc. (Old) Regional BanksFinance Provides commercial banking and investment advisory services | Corporate Officer/Principal | 31/12/1995 |
Formation de Diane Montague
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
88
Relations au 1er degré
7
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 7 |
|---|---|
Train, Babcock Advisors LLC
Train, Babcock Advisors LLC Investment ManagersFinance Train Babcock Advisors primarily allocates client investment assets among individual debt and equity securities, and, to a much lesser extent, among no load or load-waived mutual funds on a discretionary or non-discretionary basis in accordance with the client’s designated risk tolerance and investment objectives. The core holdings of all portfolios are comprised of a careful selection of high quality companies purchased for the long-term. Train Babcock does not try to match an index. Rather, they seek out highly successful companies through intensive research. They follow a bottom-up investment process. Stocks are allowed to grow over the long-term in order to realize the power of compounding, as well as to minimize trading expenses and capital gains taxes. All stocks are closely monitored and are promptly sold in the event their fundamentals deteriorate. Train Babcock applies the same high standards for fixed income investments as they do for equities. High quality cash reserves and government, corporate and municipal bonds- taxable or tax-free are used as appropriate to meet the client's objectives for safety, liquidity and income. As in the case of equity investments, they are not market timers and we do not try to beat the market. Portfolios are always well-diversified by asset class, industry and company. Every portfolio is individually managed for tax efficiency and to maximize after-tax results. | Finance |
Fiduciary Trust Company International
Fiduciary Trust Company International Investment ManagersFinance Provides investment advice | Finance |
Lipper & Co., Inc.
Lipper & Co., Inc. Investment Banks/BrokersFinance Provides mutual fund information and analysis | Finance |
Neuberger Berman BD LLC
Neuberger Berman BD LLC Investment ManagersFinance NBBD-IM offers clients investment solutions across asset classes, styles, capitalizations and geographies in both public and private markets, as well as multi-asset class solutions that bring them all together. For equity investments, the firm tends to focus on stocks with solid balance sheets, relatively low price-to-earnings ratios, low price-to-cash flow ratios, strong cash flows, above-average yields, sustainable earnings growth, reasonable valuation multiples relative to growth prospects, sound franchise values and significant insider ownership. They use both top-down and bottom-up analysis to select investments. In addition, the firm uses options and futures and occasionally invests in ADRs and private equity opportunities. | Finance |
J.P. Morgan & Co., Inc. (Old)
J.P. Morgan & Co., Inc. (Old) Regional BanksFinance Provides commercial banking and investment advisory services | Finance |
Elmira College
 Elmira College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
New York Law School
 New York Law School Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
