Blog | MONTAG News

New Portfolio Manager Adds Depth to the Team

August 6, 2014 by

We are pleased to announce the recent arrival of  Kent Shaw, CFA, as the newest members of our investment management team.  Kent brings a wealth of securities analysis and portfolio management experience to MONTAG, thus expanding our investment and client service capabilities.

Kent Shaw, CFA

Kent is our newest portfolio manager. In addition to other portfolio management duties, he oversees our Sector Navigation Equity Strategy. Kent’s focus on quantitative metrics and modeling is complemented by his experience as a multi-industry analyst, bringing new analytic perspectives to our investment process.

New Addition, Same Commitment

With the addition of Kent Shaw, our team of investment professionals grows to fourteen, furthering our commitment to a truly individualized approach to investment management.

Learn more about Kent here.

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  • MONTAG

    At MONTAG, we do things differently. We‘ve been a family-run business for nearly 40 years, and we still believe that our clients are best served by treating them as part of that family. We take the time to get to know you – what you’ve done to build your net worth, your investment philosophy, your financial questions and fears, and above all, your financial hopes. Every single client has their own unique story — a story that deserves more than a conversation with an anonymous voice. Contact our Business Development team today by calling 404.522.5774 or emailing [email protected] to get in touch.

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At MONTAG, we do things differently. We‘ve been a family-run business for nearly 40 years, and we still believe that our clients are best served by treating them as part of that family. We take the time to get to know you – what you’ve done to build your net worth, your investment philosophy, your financial questions and fears, and above all, your financial hopes. Every single client has their own unique story — a story that deserves more than a conversation with an anonymous voice. Contact our Business Development team today by calling 404.522.5774 or emailing [email protected] to get in touch.