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Last Update

2016-04-20T00:00:00.000Z

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John Montag L.

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Background Information

Employment History

montagwealth.com

Committee and the Atlanta Speech School Finance Committee

President and Chief Investment Officer

A. Montag & Associates Inc

Affiliations

Chair of Families First and Chair of the Investment Committee
Camp Twin Lakes Foundation

Board Or Committee Member for The Committee, Atlanta Speech School Finance Committee
The Westminster School Endowment

Board of Trustees Member
Atlanta History Center

Board Member
Families First Inc

Executive Committee
Southern Region Board of Directors

Board of Trustees Member
Margaret Mitchell House

Board Member
The Bridge

Board Member
Bobby Dodd Institute

Trustee
Atlanta Society of Financial Analysts Inc

Education

Amos Tuck School of Business at Dartmouth College

The Westminster Schools

BA

History

University of Pennsylvania

M.B.A.

The Tuck School of Business at Dartmouth College

Web References (17 Total References)


Board of Trustees | Atlanta History Center

www.atlantahistorycenter.com [cached]

John Montag

...
John Montag John Montag is President and Chief Investment Officer of A. Montag & Associates, a family owned and operated Investment Management firm. An Atlanta native and graduate of The Westminster Schools, he earned a B.A. at the University of Pennsylvania and an M.B.A. from The Tuck School of Business at Dartmouth College, during which time he worked as an analyst for Salomon Brothers. John is active on many boards, serving as Chair of Families First and Chair of the Camp Twin Lakes Foundation Investment Committee, as well as serving as a Board or Committee Member for various other organizations including The Westminster School Endowment Committee, The Temple, the Anti-Defamation League and the Atlanta Speech School Finance Committee. He is a past trustee of the Atlanta Society of Financial Analysts and a graduate of Leadership Atlanta (Class of 2001). He lives in Buckhead with his wife Erika and their three children.


Families First : For Children's Sake : Board of Directors

www.familiesfirst.org [cached]

John Montag

Partner
A. Montag & Associates


A Montag & Associates

www.amontag.com [cached]

John Montag

...
John Montag President & 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).
John and his wife, Erika, have three children, Benjamin, Olivia and Sam. John is passionate about American history and politics, the history of animation and cartoons, as well as running, swimming, gardening and baseball.


Atlanta History Center | Board of Trustees | Buckhead, Georgia

www.atlantahistorycenter.com [cached]

John Montag

...
John Montag John Montag is President and Chief Investment Officer of A. Montag & Associates, a family owned and operated Investment Management firm. An Atlanta native and graduate of The Westminster Schools, he earned a B.A. at the University of Pennsylvania and an M.B.A. from The Tuck School of Business at Dartmouth College, during which time he worked as an analyst for Salomon Brothers. John is active on many boards, serving as Chair of Families First and Chair of the Camp Twin Lakes Foundation Investment Committee, as well as serving as a Board or Committee Member for various other organizations including The Westminster School Endowment Committee, The Temple, the Anti-Defamation League and the Atlanta Speech School Finance Committee. He is a past trustee of the Atlanta Society of Financial Analysts and a graduate of Leadership Atlanta (Class of 2001). He lives in Buckhead with his wife Erika and their three children.


Atlanta History Center | Board of Trustees | Buckhead, Georgia

www.margaretmitchellhouse.com [cached]

John Montag

...
John Montag John Montag is President and Chief Investment Officer of A. Montag & Associates, a family owned and operated Investment Management firm. An Atlanta native and graduate of The Westminster Schools, he earned a B.A. at the University of Pennsylvania and an M.B.A. from The Tuck School of Business at Dartmouth College, during which time he worked as an analyst for Salomon Brothers. John is active on many boards, serving as Chair of Families First and Chair of the Camp Twin Lakes Foundation Investment Committee, as well as serving as a Board or Committee Member for various other organizations including The Westminster School Endowment Committee, The Temple, the Anti-Defamation League and the Atlanta Speech School Finance Committee. He is a past trustee of the Atlanta Society of Financial Analysts and a graduate of Leadership Atlanta (Class of 2001). He lives in Buckhead with his wife Erika and their three children.

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