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John L. Montag

President and Chief Investment Officer

A. Montag & Associates Inc

HQ Phone:  (404) 522-5774

Direct Phone: (678) ***-****direct phone

Email: j***@***.com

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I agree to the Terms of Service and Privacy Policy. I understand that I will receive a subscription to ZoomInfo Community Edition at no charge in exchange for downloading and installing the ZoomInfo Contact Contributor utility which, among other features, involves sharing my business contacts as well as headers and signature blocks from emails that I receive.

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 large nu... more

Find other employees at this company (12)

Web References(17 Total References)


Atlanta History Center

www.atlantahistorycenter.com [cached]

John Montag
Bio 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 Directors » Camp Twin Lakes

www.camptwinlakes.org [cached]

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


www.atlantahistorycenter.com

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.


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