Career history of Tom Frisbie
Former positions of Tom Frisbie
Companies | Position | Start | 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. | Analyst-Equity | 2002-12-31 | 2021-08-31 |
Portfolio Manager-Equities | 2002-12-31 | 2021-08-31 | |
Market Strategist | 2002-12-31 | 2021-08-31 | |
First Atlanta Corp. | Corporate Officer/Principal | - | - |
SUNTRUST BANKS | Corporate Officer/Principal | - | - |
Training of Tom Frisbie
University of Wisconsin | Graduate Degree |
Statistics
International
United States | 5 |
Operational
Corporate Officer/Principal | 2 |
Analyst-Equity | 1 |
Portfolio Manager-Equities | 1 |
Sectoral
Finance | 4 |
Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
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 |
SunTrust Banks, Inc.
SunTrust Banks, Inc. Regional BanksFinance SunTrust Banks, Inc. is a bank and financial holding company that engages in the provision of financial services. It offers deposit, credit, mortgage banking, trust and investment, asset management, securities brokerage, and capital market services. It operates through the following segments: Consumer, Wholesale, and Corporate Other. The Consumer segment consists of consumer banking, lending, wealth management, and mortgage banking services. The Wholesale segment relates to advisory, capital raising, and financial risk management; commercial and business banking, commercial real estate; as well as treasury and payment solutions. The Corporate Other segment covers management of the company's investment securities portfolio, long-term debt, end user derivative instruments, short-term liquidity and funding activities, balance sheet risk management, and most real estate assets. The company was founded in July 12, 1984 and is headquartered in Atlanta, GA. | Finance |
First Atlanta Corp. | Finance |
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