Nick Orphan

Consumer Services

Finance

Profile

Mr. Nick Orphan is a Princpal at A.
Montag & Associates, Inc. He joined A Montag & Associates in 2001.
Mr. Orphan is a graduate of the University of Cincinnati, with a BS in Political Science, has an MS in Management as well as an MS in Financial Services from the American College in Bryn Mawr, Pa.
He is a Certified Financial Planner™ certificant, a Chartered Financial Consultant, and a Chartered Life Underwriter.
He is a member of the Financial Planning Association, the Atlanta Estate Planning Council, the Society of Financial Service Professionals, and other industry organizations.

Former positions of Nick Orphan

Companies	Position	End
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.	Sales & Marketing	-

See the detail of Nick Orphan's experience

Training of Nick Orphan

University of Cincinnati (Ohio)	Undergraduate Degree
The American College of Financial Services	Graduate Degree

Experiences
Positions held

Active

Inactive

Listed companies

Private companies