Jeff Harari

Compliance Officer at

A. Montag & Associates, Inc.

Finance

Consumer Services

Profile

Mr. Jeffrey Harari is a Chief Operating Officer & Chief Compliance Officer at A. Montag & Associates, Inc. As Chief Operating Officer, he is responsible for the day-to-day operations and manages the financial and administrative operations at MONTAG.
As Chief Compliance Officer, he has primary responsibility for the firm’s compliance program.
He also assists with the planning and support of strategic planning initiatives designed for developing and growing the firm.
Prior to joining MONTAG in 2011, Mr. Harari began his career as a CPA at a national public accounting firm in New York City, where he audited hedge funds and other private investment companies.
From there, he furthered his investment industry experience with the finance group of a hedge fund-of-funds before relocating to Atlanta.
He received his undergraduate degree from State University of New York at Binghamton.

Jeff Harari active positions

Companies	Position	Start
A. Montag & Associates, Inc. A. Montag & Associates, Inc. Investment ManagersFinance MONTAG generally selects individual common stocks, mutual funds, ETFs and various taxable and tax-exempt fixed income investments for their clients' portfolios. The firm's approach seeks to balance clients' objectives for asset preservation and growth with their income needs and tolerance for risk.	Compliance Officer	01/01/2023

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Private companies	2
A. Montag & Associates, Inc. A. Montag & Associates, Inc. Investment ManagersFinance MONTAG generally selects individual common stocks, mutual funds, ETFs and various taxable and tax-exempt fixed income investments for their clients' portfolios. The firm's approach seeks to balance clients' objectives for asset preservation and growth with their income needs and tolerance for risk.	Finance
State University of New York at Binghamton State University of New York at Binghamton Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services

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