Controller and Equity Trader
As Controller, Jeff is responsible for the general oversight of the billing, budgeting, and financial management operations at Montag. Jeff also manages the Montag equity trading program, assists Montag portfolio managers with portfolio analysis, and helps with our firm’s regulatory compliance program.
Prior to joining Montag in 2011, Jeff began his career as a CPA at a national public accounting firm in New York City where he audited hedge funds and other private investment companies. From there, he furthered his investment industry experience with the finance group of a hedge fund-of-funds before relocating to Atlanta.
Jeff and his wife Adrienne live in Sandy Springs with their two young children. Together, they enjoy traveling and spending time outdoors. In his free time, he enjoys reading and playing the guitar.
B.S. in Accounting, Binghamton University