L. Anthony Montag CFA

Founder

Tony founded Montag in 1982. His experience as an investment counselor dates back to 1960 when he became a member of another Atlanta investment firm his father founded in 1945.

As an active member of the Montag investment team, Tony conducts equity research, participates in bond portfolio management and mentors our firm’s investment professionals. His career-long reputation of earning trust, giving effective investment advice, and building and maintaining strong relationships defines Montag today. His unwavering commitment to client service drives the work of everyone in our firm.

Tony is a native Atlantan. He attended Marist School and graduated from The Lawrenceville School in Lawrenceville, New Jersey. He is married to Jackie Montag who has worked closely with Tony since 1986 in building our firm.

Outside the time Tony devotes to Montag, he is an avid reader, collector of Southern American antiques, and an amateur researcher of human brain development and function.

Personal & Civic Affiliations

Member, Investment Committee, R.H. Dobbs Foundation
Member, Board of Trustees, Rich Foundation
Immediate Past Chair, Finance Committee, Atlanta Speech School
Immediate Past Chair, Endowment Committee, Georgia State University Foundation
Past Chair, Board of Directors, Families First
Advisory Director, Americo Manufacturing Co.
Former Member, Board of Director, Abrams Industries
Former Member, Board of Trustees, Hebrew Union College

Education

M.B.A., Harvard Business School
B.A. in Philosophy, Yale University

get in touch