Profile
Mr. Montgomery joined Kochis Fitz (now Aspiriant) in November 2000.
He began his professional career while still in college as the student manager and, subsequently accountant, for the University of California at Santa Barbara Faculty Club.
After graduation, he moved to San Francisco and held numerous management and merchandising positions with Macy’s, Brooks Brothers, and Cost Plus World Market.
In 1997, he joined the Guinness-UDV division of Diageo, where he held a number of management positions in financial planning & analysis.
Mr. Montgomery received his Bachelor of Arts degree in Business Economics from the University of California at Santa Barbara in 1989.
Eric Montgomery active positions
| Companies | Position | Start |
|---|---|---|
Macys.com LLC
Macys.com LLC Specialty StoresRetail Trade Operates as an online store | Corporate Officer/Principal | - |
Former positions of Eric Montgomery
| Companies | Position | End |
|---|---|---|
Kochis Fitz Tracy Fitzhugh & Gott, Inc.
Kochis Fitz Tracy Fitzhugh & Gott, Inc. Investment ManagersFinance Kochis Fitz is an equity-oriented investment manager. However, when appropriate, they do use fixed-income securities. To help reduce overall portfolio volatility they diversify investment accounts by market capitalization (large and small), investment style (growth and value), market efficiency (mature and emerging), geography (domestic and international) and management approach (indexing/active stock selection). The firm also offers alternative investment vehicles such as hedge funds. Kochis Fitz believes that virtually all fixed-income portfolio components should be constructed exclusively with short- or intermediate-term fixed-income instruments. Except in rare, tax-oriented strategies, the firm rarely finds long-term bonds appropriate. | Director of Finance/CFO | 2007-12-30 |
| COST PLUS, INC. | Corporate Officer/Principal | - |
Brooks Brothers, Inc.
Brooks Brothers, Inc. Apparel/Footwear RetailRetail Trade Owns and operates clothing stores | Corporate Officer/Principal | - |
Guinness UDV Ltd.
Guinness UDV Ltd. Beverages: AlcoholicConsumer Non-Durables Brews beer | Corporate Officer/Principal | - |
Training of Eric Montgomery
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 |
|---|---|
World Market LLC
World Market LLC Specialty StoresRetail Trade Retails casual home furnishings and entertaining products through online | Retail Trade |
Kochis Fitz Tracy Fitzhugh & Gott, Inc.
Kochis Fitz Tracy Fitzhugh & Gott, Inc. Investment ManagersFinance Kochis Fitz is an equity-oriented investment manager. However, when appropriate, they do use fixed-income securities. To help reduce overall portfolio volatility they diversify investment accounts by market capitalization (large and small), investment style (growth and value), market efficiency (mature and emerging), geography (domestic and international) and management approach (indexing/active stock selection). The firm also offers alternative investment vehicles such as hedge funds. Kochis Fitz believes that virtually all fixed-income portfolio components should be constructed exclusively with short- or intermediate-term fixed-income instruments. Except in rare, tax-oriented strategies, the firm rarely finds long-term bonds appropriate. | Finance |
Guinness UDV Ltd.
Guinness UDV Ltd. Beverages: AlcoholicConsumer Non-Durables Brews beer | Consumer Non-Durables |
Brooks Brothers, Inc.
Brooks Brothers, Inc. Apparel/Footwear RetailRetail Trade Owns and operates clothing stores | Retail Trade |
University of California, Santa Barbara
University of California, Santa Barbara Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Macys.com LLC
Macys.com LLC Specialty StoresRetail Trade Operates as an online store | Retail Trade |
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