Chris is a portfolio manager, and he leads the equity research and market strategy initiatives at MONTAG. His areas of expertise include both stocks and bonds, with a particular focus on technology and other growth stocks.
Prior to joining MONTAG in 2018, Chris was the Chief Investment Officer and founding partner of an institutional investment firm in Atlanta. Previously, he served as lead portfolio manager overseeing small and midcap growth equity mutual funds. Chris has spent 25 years as a small and largecap growth equity manager, managing mutual funds and institutional assets for large financial institutions through a variety of market conditions.
Chris is an active investor in his personal life, with additional experience in real estate holdings, franchises, and small businesses. He believes his broad experience will help MONTAG clients whose wealth has been cultivated in similar ways over the years.
An Ohio native, Chris and his wife Ginger have three boys – two at home and one in college. In his spare time, he coaches baseball, enjoys golf, and is passionate about fitness.
B.A. in Finance, Ohio University