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2017-02-07T00:00:00.000Z

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John L. Montag

President and Chief Investment Officer

A. Montag & Associates Inc

Direct Phone: (678) ***-****       

Email: j***@***.com

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A. Montag & Associates Inc

Suite 2500 , Georgia-Pacific Center 133 Peachtree Street

Atlanta, Georgia 30303

United States

Company Description

A. Montag & Associates was established by Anthony Montag in 1982. It focuses on meeting the investment needs of wealthy individuals, families, endowments and foundations. Presently the firm manages nearly $835 million for 190 clients. In addition to a lar ... more

Find other employees at this company (12)

Background Information

Affiliations

Board Member
Camp Twin Lakes

Board of Trustees Member
Atlanta History Center

Board Or Committee Member
The Westminster Schools Endowment Committee

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 (16 Total References)


Board of Directors » Camp Twin Lakes

www.camptwinlakes.org [cached]

John L. Montag - President and Chair, A. Montag & Associates


John ...

www.atlantahistorycenter.com [cached]

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 the Camp Twin Lakes Foundation Investment Committee, as well as serving as a Board or Committee Member for various other organizations including The Westminster Schools Endowment Committee, Children's Healthcare of Atlanta Foundation, and the Atlanta Speech School Finance Committee.


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.


WEALTH MATTERS: The “Aging� Stage of Estate Planning

gwinnettbusinessradio.businessradiox.com [cached]

Robert Port, Dr. Mary Gresham, John Montag, Kel Long, Craig Frankel

...
Robert Port, Dr. Mary Gresham, John Montag, Kel Long, Craig Frankel
...
On this episode of Wealth Matters, hosts Craig Frankel and Robert Port discuss how to anticipate and avoid issues at the "aging" stage of estate planning with their guests John Montag, Dr. Mary Gresham, and A. Kel Long, III, Esq.
...
ABOUT JOHN MONTAG
...
John Montag, Montag Wealth Management John joined Montag Wealth Management in 1995 and assumed his President and CIO responsibilities in 2009. He plays firm managerial and client advisory roles in Montag investment management.
As Chief Investment Officer, John oversees investment operations on a firm-wide basis. He also serves as the portfolio manager for a number of clients, employing a comprehensive approach that focuses on investment issues, legal and accounting concerns, lifestyle considerations and philanthropic interests.
John grew up in Atlanta and attended The Westminster Schools. He and his wife, Erika, have three children. In addition to time with family, John is an avid student of history and politics and enjoys running, swimming, gardening and baseball.


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

www.familiesfirst.org [cached]

John Montag

Partner
A. Montag & Associates

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