Baldwin Montgomery

Investment Committee Member at

Waters, Parkerson & Co. LLC

Finance

Consumer Services

Profile

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.
He 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.

Baldwin Montgomery active positions

Companies	Position	Start
Waters, Parkerson & Co. LLC Waters, Parkerson & Co. LLC Investment ManagersFinance WPC employs a conservative, disciplined and long-term investment approach with an emphasis on diversification of assets and preservation of capital. The equity portion of the portfolio seeks to produce capital appreciation augmented by dividend income through a diverse portfolio of companies with primarily large-caps, strong fundamentals, outstanding management, and a history of earnings growth. Their equity strategy includes a bottom-up stock selection with a focus on undervalued companies that will experience long-term secular change. The fixed income portion of the portfolio aims to produce maximum current income with safety of principal.	Investment Committee Member	2001-01-31

All active positions of Baldwin Montgomery

Former positions of Baldwin Montgomery

Companies	Position	End
Whitney Bank (Old) Whitney Bank (Old) Regional BanksFinance Whitney National Bank is a large-cap GARP manager that takes a long-term approach to investment management. They base decisions on detailed knowledge of securities and look for companies that are distinguished by their ability to increase sales, earnings and dividends consistently and significantly.	Corporate Officer/Principal	2000-12-30

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Linked companies

Private companies	3
Waters, Parkerson & Co. LLC Waters, Parkerson & Co. LLC Investment ManagersFinance WPC employs a conservative, disciplined and long-term investment approach with an emphasis on diversification of assets and preservation of capital. The equity portion of the portfolio seeks to produce capital appreciation augmented by dividend income through a diverse portfolio of companies with primarily large-caps, strong fundamentals, outstanding management, and a history of earnings growth. Their equity strategy includes a bottom-up stock selection with a focus on undervalued companies that will experience long-term secular change. The fixed income portion of the portfolio aims to produce maximum current income with safety of principal.	Finance
Whitney Bank (Old) Whitney Bank (Old) Regional BanksFinance Whitney National Bank is a large-cap GARP manager that takes a long-term approach to investment management. They base decisions on detailed knowledge of securities and look for companies that are distinguished by their ability to increase sales, earnings and dividends consistently and significantly.	Finance
University of Mississippi University of Mississippi Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services