John Louis Montag

President at

A. Montag & Associates, Inc.

58 year

Finance

Consumer Services

Profile

Mr. John L.
Montag, CFA MBA, is a President, Chief Investment Officer & Senior Wealth Manager at A. Montag & Associates, Inc. He joined MONTAG in 1995 and became CIO and President in 2009.
He plays key managerial and client advisory roles for the firm.
As Chief Investment Officer, he oversees the firm’s investment operations on a firm-wide basis.
He also serves as Senior Wealth Manager for a number of clients, employing a comprehensive approach that focuses on 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 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.	President	01/01/2009

All active positions of John Louis Montag

Former positions of John Louis Montag

Companies	Position	End
Atlanta Society of Financial Analysts	Corporate Officer/Principal	-
Salomon Brothers Salomon Brothers Investment Banks/BrokersFinance A Wall Street invesment bank.	Corporate Officer/Principal	-

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Training of John Louis Montag

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Linked companies

Private companies	5
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
Dartmouth College Dartmouth College Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
University of Pennsylvania University of Pennsylvania Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Salomon Brothers Salomon Brothers Investment Banks/BrokersFinance A Wall Street invesment bank.	Finance
Atlanta Society of Financial Analysts