Amy Carcione, CFA

Fixed Income Manager

Amy is involved the fixed income area of our firm, with a particular focus on municipal bonds. Activities include research, selection, and trading of individual bonds, mutual funds, ETFs and other securities designed to meet the income and capital preservation needs of MONTAG clients.

Prior to joining MONTAG in 2020, Amy worked most recently at PNC Capital Advisors and began her career at Citigroup Asset Management.  She has over 10 years of experience managing municipal fixed income assets, including mutual funds, money market funds, and institutional investments utilizing both total return and laddered maturity strategies.

Originally from Ocean City, NJ, Amy has called the Atlanta area home for almost a decade.  Outside of the office, she enjoys time with her 3 children, travelling, fitness, and volunteering in her local community.

Education

BSBA University of Richmond

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