Chief Investment Officer
John is President, Chief Investment Officer and Co-Owner of A. Montag & Associates.
John joined the firm in 1995 and today oversees management of approximately 60 client relationships and their respective portfolios.
In some cases John serves as a trustee for client's family assets.
He is Chairman of the firm's Portfolio Review Committee that meets weekly to analyze portfolios, review client circumstances, and address trading, performance and other matters related to portfolio operations.
John grew up in Atlanta and attended The Westminster Schools.
He received a BA in History at the University of Pennsylvania and spent three years in Washington D.C., serving as the Business Manager for the Harriman Communications Center, the Democratic Congressional Campaign Committee's media division.
From there he moved to New Hampshire to attend the Amos Tuck School of Business at Dartmouth College during which time he worked at Salomon Brothers.
He graduated in 1995 with an MBA.
John is active on many boards, chairing the Camp Twin Lakes Endowment and serving on The Westminster Schools Endowment Committee and the Atlanta Speech School Finance Committee.
He is also on the Executive Committee for Families First and the Anti-Defamation League Southern Region Board of Directors.
He is a past Trustee of the Atlanta Society of Financial Analysts and a graduate of Leadership Atlanta (Class of 2001).
wife, Erika, have three children, Benjamin, Olivia and Sam.
is passionate about American history and politics, the history of animation and cartoons, as well as running, swimming, gardening and baseball.