John Louis Montag
President at A. Montag & Associates, Inc.
Profile
Mr. John L.
Montag, CFA MBA, is a President, Chief Investment Officer & Portfolio Manager at A.
Montag & Associates, Inc. He joined MONTAG in 1995 and became CIO and President in 2009.
He is responsible for research oversight at MONTAG and many of the firm’s day-to-day investment assignments.
As Chief Investment Officer, he oversees the firm’s investment research and serves as its lead portfolio manager, working directly for a number of clients.
He employs a comprehensive approach blending 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.
John Louis Montag active positions
| Companies | Position | Start |
|---|---|---|
A. Montag & Associates, Inc.
 A. Montag & Associates, Inc. Investment ManagersFinance A. Montag & Associates, Inc. (MONTAG) is an independent wealth management firm and registered investment advisor headquartered in Atlanta, Georgia. The firm was founded by Louis Anthony (Tony) Montag in 1982. MONTAG provides portfolio management and general consulting services to individuals, families, trusts, estates, charitable organizations and foundations and other endowed institutions. | President | 2008-12-31 |
Former positions of John Louis Montag
| Companies | Position | End |
|---|---|---|
| Atlanta Society of Financial Analysts | Corporate Officer/Principal | - |
| Salomon Brothers | Corporate Officer/Principal | - |
Training of John Louis Montag
| University of Pennsylvania | Undergraduate Degree |
| Dartmouth College | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
A. Montag & Associates, Inc.
A. Montag & Associates, Inc. Investment ManagersFinance A. Montag & Associates, Inc. (MONTAG) is an independent wealth management firm and registered investment advisor headquartered in Atlanta, Georgia. The firm was founded by Louis Anthony (Tony) Montag in 1982. MONTAG provides portfolio management and general consulting services to individuals, families, trusts, estates, charitable organizations and foundations and other endowed institutions. | Finance |
| Salomon Brothers | Finance |
| Atlanta Society of Financial Analysts |
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