Profile
Anthony Mario Montano worked as a Vice President of Investments at The Mitchell Group, Inc. from 2011 to 2019.
Prior to that, he was an Investment Analyst at IBM Retirement Fund from 1989 to 1994.
He also worked as a Vice President & Senior Equity Analyst at IHS Herold, Inc. in 2008 and as an Analyst at Ticonderoga Securities LLC in 2010.
Montano received his undergraduate degree from Manhattanville College in 1984 and his MBA from the University of Notre Dame in 1989.
Former positions of Anthony Mario Montano
| Companies | Position | End |
|---|---|---|
The Mitchell Group, Inc.
The Mitchell Group, Inc. Investment ManagersFinance The Mitchell Group seeks to achieve client objectives by providing consistently attractive rates of return while minimizing risk. The firm's advice is limited to investments in the securities of companies involved in the energy and energy-related industries. These securities may include exchange-listed equity securities, equity securities traded over-the-counter, equity securities issued by foreign issuers, warrants, corporate debt securities and options contracts on securities. The Mitchell Group's investment strategy incorporates top down economic analysis and fundamental bottom up security analysis. They generally hold securities for the long term (more than one year). | Analyst-Equity | 2019-01-31 |
IHS Herold, Inc.
IHS Herold, Inc. Investment ManagersFinance Provides investment research | Analyst-Equity | 2010-04-11 |
IBM Retirement Fund
IBM Retirement Fund Investment ManagersFinance IBM Retirement Fund invests in the US public equity, fixed income, and alternative markets. The fund also invests in private equity, venture capital, mezzanine debt, and real estate opportunities. IBM Retirement Fund also acts as a limited partner for various investment vehicles across a wide array of asset classes and investment styles. The fund tends to hold significant investments in the services, technology, financial sectors, and healthcare sectors. | Analyst-Equity | 1993-12-31 |
Ticonderoga Securities LLC
Ticonderoga Securities LLC Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | - |
Training of Anthony Mario Montano
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 6 |
|---|---|
Manhattanville College
Manhattanville College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
The Mitchell Group, Inc.
The Mitchell Group, Inc. Investment ManagersFinance The Mitchell Group seeks to achieve client objectives by providing consistently attractive rates of return while minimizing risk. The firm's advice is limited to investments in the securities of companies involved in the energy and energy-related industries. These securities may include exchange-listed equity securities, equity securities traded over-the-counter, equity securities issued by foreign issuers, warrants, corporate debt securities and options contracts on securities. The Mitchell Group's investment strategy incorporates top down economic analysis and fundamental bottom up security analysis. They generally hold securities for the long term (more than one year). | Finance |
IBM Retirement Fund
IBM Retirement Fund Investment ManagersFinance IBM Retirement Fund invests in the US public equity, fixed income, and alternative markets. The fund also invests in private equity, venture capital, mezzanine debt, and real estate opportunities. IBM Retirement Fund also acts as a limited partner for various investment vehicles across a wide array of asset classes and investment styles. The fund tends to hold significant investments in the services, technology, financial sectors, and healthcare sectors. | Finance |
University of Notre Dame
University of Notre Dame Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
IHS Herold, Inc.
IHS Herold, Inc. Investment ManagersFinance Provides investment research | Finance |
Ticonderoga Securities LLC
Ticonderoga Securities LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
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