David Lee Watson

David Lee Watson

Portfolio Manager-Equities at Montag & Caldwell LLC

Finance
Consumer Services

Profile

Mr. David L.
Watson, CFA MBA, is a Principal at Montag & Caldwell LLC.
He serves as portfolio manager and is a member of the Large Cap Growth Investment Policy Group.
Prior to joining Montag & Caldwell, he served as a Senior Portfolio Manager with Merrill Lynch Investment Management, managing private and institutional portfolios, and he was a Portfolio Manager for SunTrust Banks, Inc., and the company’s Trusco Capital Management subsidiary for twelve years.
Past affiliations include membership on the Educational Content Committee of the New York Stock Exchange (NYSE), the Professional Qualifications Committee of the Municipal Securities Rulemaking Board (MSRB), and past member of the Mississippi State University Foundation Board of Directors.
Mr. Watson received his BS degree from Mississippi State University in 1979 and an MBA from Emory University in 1991.
His current professional affiliations include the CFA Institute and the Atlanta Society of Finance and Investment Professionals.

David Lee Watson active positions

CompaniesPositionStart
Portfolio Manager-Equities 2010-08-31
All active positions of David Lee Watson

Former positions of David Lee Watson

CompaniesPositionEnd
Portfolio Manager-Equities -
BB&T AM Distributors, Inc. Corporate Officer/Principal 2006-12-31
Corporate Officer/Principal -
Corporate Officer/Principal -
Corporate Officer/Principal -
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Training of David Lee Watson

Emory University Masters Business Admin
Mississippi State University Undergraduate Degree

Experiences
Positions held

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Private companies

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Connections

100 +

1st degree connections

11

1st degree companies

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Female

Members of the board

Executives

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Linked companies

Private companies9

Finance

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BB&T AM Distributors, Inc.

Finance

Consumer Services

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