John L. Montag

President, Chief Investment Officer and Portfolio Manager

John joined Montag in 1995 and assumed his President and CIO responsibilities in 2009. He plays firm managerial and client advisory roles in Montag investment management.

As Chief Investment Officer, John oversees investment operations on a firm-wide basis. He also serves as the portfolio manager for a number of clients, employing a comprehensive approach that focuses on investment issues, legal and accounting concerns, lifestyle considerations and philanthropic interests.

John grew up in Atlanta and attended The Westminster Schools. He and his wife, Erika, have three children. In addition to time with family, John is an avid student of history and politics and enjoys running, swimming, gardening and baseball.

Personal & Civic Affiliations

Chair, Camp Twin Lakes Endowment Committee
Past Trustee, Children’s Healthcare of Atlanta Foundation
Member, Board of Trustees, Rich Foundation
Chair, Atlanta History Center Endowment Committee
Past Chair, Board of Directors, Families First
Past Member, Westminster Schools Endowment Committee
Member, Leadership Atlanta Class of 2001

Education

M.B.A., Tuck School of Business, Dartmouth College
B.A. in History, University of Pennsylvania

get in touch