Steve Whittington CFA

Business Development Director

Steve directs the business development initiatives at Montag, in an effort to grow the firm’s assets under management and to develop existing and new relationships with various referral sources, as well as to help evolve the firm’s marketing program.

Prior to joining Montag in 2016, Steve spent ten years in the enterprise valuation industry, where he valued private companies for gift and estate and merger and acquisition purposes, as well as running the employee stock ownership (ESOP) practice line for valuation firms in Atlanta and New York City.  Steve began his career in the investment management field for SunTrust Bank’s Personal Asset Management Division.

Steve is originally from Chapel Hill, North Carolina, but has lived in the Atlanta area, off and on, for approximately 25 years. Steve is an avid runner, soccer player, and former musician.

Education

M.B.A. in Finance, University of South Carolina
B.A. in English, Appalachian State University

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