Randy Loving, CFA

Portfolio Manager

Randy is a Financial Advisor/Portfolio Manager that works with families and institutions.  He is experienced in the management of stocks and bonds and focuses his work on asset allocation and security selection.

Prior to joining MONTAG in 2015, Randy was part of a team managing significant institutional equity mutual funds and strategies for an institutional investment firm in Atlanta that was acquired by private equity then Virtus.  For over 20 years Randy has overseen investments in public securities for institutional and individual investors.  Randy also has significant personal experience investing in small businesses and commercial real estate.  This broad investing experience helps Randy asses opportunities in the public markets and see eye to eye with his high net worth clients.

A native of Fort Lauderdale, Randy and his wife Monika have two children.  In his spare time Randy enjoys coaching girl’s lacrosse and practices extreme personal fitness.

Personal & Civic Affiliations

CFA Institute, and CFA Society of Atlanta, Former Trustee
Georgia Securities Association, Treasurer

Education

M.B.A., Goizueta Business School, Emory University
B.A. in International Relations, American University
B.A. in Economics, American University

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