Marianne Rones Shutzberg CFA

Fixed Income Manager

Marianne joined Montag in 1982. She is second only to Tony Montag, our founder, in tenure with the firm.

As one of the most experienced bond managers in the region, Marianne oversees all bond management, trading and research at Montag. With over one-third of Montag client assets invested in fixed-income securities, she maintains active trading relationships with several regional and national investment banks.

Marianne employs a “laddered” maturity approach in structuring high quality bond portfolios suited to individual client income and capital preservation needs. She has particular expertise in the selection and management of tax-free municipal bonds.

Marianne is a native Atlantan. She and her husband, Lenny, have two sons & a daughter navigating various stages of early career and college.  Marianne is also an avid runner and community volunteer.

Education

B.S. in Finance, University of Florida

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