H. Mikell Jones

Senior Portfolio Manager

Mike manages portfolios for individuals and families and is significantly involved with professional staff training and equity research. His work is informed by the principle of always doubting the investments that others are sure about. It is also guided by the principle of avoiding the tyranny of inflated investment expectations.

He joined Montag in 1984, and has over 45 years of investment experience. Mike is frequently involved in generational transition matters and estate planning for clients. Prior to Montag, he spent nearly 20 years with SunTrust Bank where he was responsible for a $400 million trust and estate unit.

Mike grew up in Savannah, Georgia. He is actively involved in the Ansley Park Civic Association and is a member of the Paideia School Endowment Fund Committee. He and his wife, Jane, enjoy traveling the world together and spending time with their several animal companions.

Education

M.B.A., Goizueta Business School, Emory University
B.A. in History with a minor in Business Administration, Davidson College

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