Team Archive - Montag Wealth

  • Edward A. Montag

    By Jeff Harari on January 21, 2014
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    As Chief Executive Officer of MONTAG, Ned has overall managerial responsibility for the firm.  He joined the firm in...

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  • John L. Montag

    By Jeff Harari on January 21, 2014
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    John joined MONTAG in 1995 and became CIO and President in 2009. He is responsible for research oversight at...

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  • Stacey H. Godwin

    By Jeff Harari on January 21, 2014
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    Stacey has primary responsibility for the firm’s compliance program. As CCO, she also participates in overall firm management and...

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  • Jeffrey Harari

    By Jeff Harari on January 21, 2014
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    As Chief Financial Officer, Jeff manages the financial and administrative operations at MONTAG. He also assists with the planning...

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  • Amy Carcione, CFA

    By Bill Lee on September 16, 2020
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    Amy is responsible for overseeing all fixed income investments at MONTAG. These responsibilities include research, selection, and trading of...

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  • Helen M. Donahue, CFA

    By Bill Lee on November 5, 2020
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    Helen Donahue is a portfolio manager.  Prior to joining MONTAG in 2020, Ms. Donahue was a Principal at Montag...

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  • Chris Guinther

    By Bill Lee on July 20, 2018
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    Chris is Senior Equity Strategist and a Portfolio Manager.  He leads equity research and market strategy efforts at MONTAG. ...

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  • Benjamin S. Harris, CFA

    By Jeff Harari on January 21, 2014
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    Ben manages portfolios for individuals, families and institutions, and conducts equity research. With a long-term investment focus, he employs...

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  • Mary Carol Joy

    By Bill Lee on May 7, 2018
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    Mary Carol (MC) Joy handles many different responsibilities for MONTAG. Her primary duty is to ensure the onboarding process...

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  • Olga Lee, CFA

    By Jeff Harari on January 21, 2014
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    Olga manages portfolios for individuals and families, and spends a significant amount of her time on investment analysis. Prior...

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