Joseph B. Foley CFA

Senior Portfolio Manager

Joe manages portfolios for individuals and families and conducts equity research. He employs an investment style focused on attractive market pricing compared to the intrinsic value of securities.

Prior to joining Montag in 2004, Joe spent 20 years in the investment division of SunTrust Bank, first as head of the Family Wealth Group of Atlanta and then as Managed Equities Director. He was selected to design and manage one of five equity investment style disciplines that was implemented throughout SunTrust’s Personal Asset Management Division.

Joe was raised in Atlanta and attended Marist School. He is an avid music fan and hosted a weekly jazz program on a local radio station for many years. He also enjoys woodworking, hiking and golf.

Education

B.A. in Economics, Centre College of Kentucky

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