![John Louis Montag](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>)
John Louis Montag
President på
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.
Aktiva positioner av John Louis Montag
| Företag | Position | Start |
|---|---|---|
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 | 2009-01-01 |
Tidigare kända positioner av John Louis Montag
| Företag | Position | Slut |
|---|---|---|
Atlanta Society of Financial Analysts | Företagsledare/Principal | - |
Salomon Brothers
 Salomon Brothers Investment Banks/BrokersFinance A Wall Street invesment bank. | Företagsledare/Principal | - |
John Louis Montags utbildningar
Erfarenheter
Innehade positioner
Aktiva
Inaktiva
Börsnoterade företag
Privata företag
Relationer
73
Första gradens relationer
5
Företag kopplade till första graden
Man
Kvinna
Styrelseledamöter
Chefer
Kopplade företag
| Privata företag | 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 |
