![Kirk A. Montgomery](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Kirk A. Montgomery
Director/Board Member at
Investment Program Association
Profile
Kirk A. Montgomery is currently the Director at Investment Program Association and the Head-Regulatory Affairs at CNL Financial Group LLC.
He is also a Member of the American Bar Association and the State Bar of Georgia.
In the past, he worked as the General Counsel at CNL Capital Markets Corp.
and held Principal positions at PGIM Investments LLC, FSC Securities Corp., and Federated Investors Management Co. He was also the Chief Legal Officer at Wells Real Estate Funds, Inc. and the Head-Regulatory Affairs at CNL Financial Group Investment Management LLC.
Mr. Montgomery holds an MBA from Samford University and a graduate degree from Cumberland School of Law at Samford University.
Kirk A. Montgomery active positions
| Companies | Position | Start |
|---|---|---|
CNL Financial Group LLC
 CNL Financial Group LLC Investment ManagersFinance Alternative investment manager | General Counsel | - |
CNL Capital Markets Corp.
 CNL Capital Markets Corp. Investment ManagersFinance Operates as an investment management firm | General Counsel | 2013-02-28 |
American Bar Association
 American Bar Association Miscellaneous Commercial ServicesCommercial Services Provides legal services | Corporate Officer/Principal | 1982-12-31 |
State Bar of Georgia
 State Bar of Georgia Miscellaneous Commercial ServicesCommercial Services Provides legal services | Corporate Officer/Principal | 1982-12-31 |
Investment Program Association | Director/Board Member | - |
Former positions of Kirk A. Montgomery
| Companies | Position | End |
|---|---|---|
| CORPORATE CAPITAL TRUST INC | Compliance Officer | 2017-11-13 |
CNL Financial Group Investment Management LLC
 CNL Financial Group Investment Management LLC Investment ManagersFinance Provides investment management services | General Counsel | - |
FSC Securities Corp.
 FSC Securities Corp. Investment ManagersFinance FSC may use fundamental and technical analysis when analyzing investments. When using fundamental analysis, they generally rely on, among other things, company earnings, balance sheet variables and management quality which are used to predict the future value of an investment. The firm’s investments may include mutual funds, ETFs, equities, options, debt securities, variable life, variable annuity sub-accounts, and other investments. | Corporate Officer/Principal | - |
PGIM Investments LLC
 PGIM Investments LLC Investment ManagersFinance PGIM Investments provides manager research and recommendation services on managers, mutual funds, and ETFs to their clients. | Corporate Officer/Principal | - |
| ░░░░░░░░░ ░░░░░░░░░ ░░░░░░░░░░ ░░░ | ░░░░░░░░░ ░░░░░░░░░░░░░░░░░ | - |
Training of Kirk A. Montgomery
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
82
1st degree connections
13
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 13 |
|---|---|
PGIM Investments LLC
PGIM Investments LLC Investment ManagersFinance PGIM Investments provides manager research and recommendation services on managers, mutual funds, and ETFs to their clients. | Finance |
Corporate Capital Trust, Inc.
 Corporate Capital Trust, Inc. Investment ManagersFinance Functions as a private equity fund | Finance |
CNL Financial Group LLC
CNL Financial Group LLC Investment ManagersFinance Alternative investment manager | Finance |
Samford University
 Samford University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
American Bar Association
American Bar Association Miscellaneous Commercial ServicesCommercial Services Provides legal services | Commercial Services |
Wells Real Estate Funds, Inc.
 Wells Real Estate Funds, Inc. Investment ManagersFinance Acts as an alternative investment manager | Finance |
FSC Securities Corp.
FSC Securities Corp. Investment ManagersFinance FSC may use fundamental and technical analysis when analyzing investments. When using fundamental analysis, they generally rely on, among other things, company earnings, balance sheet variables and management quality which are used to predict the future value of an investment. The firm’s investments may include mutual funds, ETFs, equities, options, debt securities, variable life, variable annuity sub-accounts, and other investments. | Finance |
State Bar of Georgia
State Bar of Georgia Miscellaneous Commercial ServicesCommercial Services Provides legal services | Commercial Services |
Investment Program Association | |
CNL Capital Markets Corp.
CNL Capital Markets Corp. Investment ManagersFinance Operates as an investment management firm | Finance |
Federated Investors Management Co.
 Federated Investors Management Co. Financial ConglomeratesFinance Provides investment services | Finance |
Cumberland School of Law At Samford University
 Cumberland School of Law At Samford University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
CNL Financial Group Investment Management LLC
CNL Financial Group Investment Management LLC Investment ManagersFinance Provides investment management services | Finance |
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