Emily is responsible for client service and portfolio administration. She handles incoming client requests, which includes processing account openings, transfers, and distributions.
Prior to joining MONTAG in 2019, Emily started her professional career as a Financial Assistant with a wealth management firm in her hometown of Pittsburgh. Most recently, she worked for Wells Fargo Advisors in Columbus, OH as a Client Associate. Additionally, she was a part of the student-run investment fund that managed a multi-million dollar portion of the Xavier University endowment fund.
In her free time, Emily enjoys relaxing by the pool, watching Xavier basketball games, and cheering on the Steelers.
Xavier University, BS