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John Louis Montag
President chez
A. Montag & Associates, Inc.
Profil
Mr. John L.
Montag, CFA MBA, is a President, Chief Investment Officer & Senior Wealth Manager at A. Montag & Associates, Inc. He joined MONTAG in 1995 and became CIO and President in 2009.
He plays key managerial and client advisory roles for the firm.
As Chief Investment Officer, he oversees the firm’s investment operations on a firm-wide basis.
He also serves as Senior Wealth Manager for a number of clients, employing a comprehensive approach that focuses on 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.
Postes actifs de John Louis Montag
| Sociétés | Poste | Début |
|---|---|---|
A. Montag & Associates, Inc.
 A. Montag & Associates, Inc. Investment ManagersFinance MONTAG generally selects individual common stocks, mutual funds, ETFs and various taxable and tax-exempt fixed income investments for their clients' portfolios. The firm's approach seeks to balance clients' objectives for asset preservation and growth with their income needs and tolerance for risk. | President | 01/01/2009 |
Anciens postes connus de John Louis Montag
| Sociétés | Poste | Fin |
|---|---|---|
Atlanta Society of Financial Analysts | Corporate Officer/Principal | - |
Salomon Brothers
 Salomon Brothers Investment Banks/BrokersFinance A Wall Street invesment bank. | Corporate Officer/Principal | - |
Formation de John Louis Montag
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
77
Relations au 1er degré
5
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
A. Montag & Associates, Inc.
A. Montag & Associates, Inc. Investment ManagersFinance MONTAG generally selects individual common stocks, mutual funds, ETFs and various taxable and tax-exempt fixed income investments for their clients' portfolios. The firm's approach seeks to balance clients' objectives for asset preservation and growth with their income needs and tolerance for risk. | Finance |
Dartmouth College
 Dartmouth College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of Pennsylvania
 University of Pennsylvania Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Salomon Brothers
Salomon Brothers Investment Banks/BrokersFinance A Wall Street invesment bank. | Finance |
Atlanta Society of Financial Analysts |
