Olga Lee CFA

Research and Portfolio Manager

Olga manages portfolios for individuals and families, and spends a significant amount of her time on investment analysis.

Prior to joining Montag in 2006, Olga spent seven years at SunTrust Bank as a portfolio manager and equity research analyst in the value-style discipline.

Olga is from St. Petersburg, Russia. She moved to the United States in 1995, won a collegiate tennis scholarship and played competitively throughout her college years. She and her husband, Dan, have two small children and enjoy spending much of their time together as a family.

Education

M.B.A., Georgia State University
B.S. in Business Administration, Shorter College

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