Thomas Frisbie CFA

Senior Portfolio Manager

Tom manages portfolios for individuals and families and plays a lead role in research and stock selection. He focuses on financially strong, competitively advantaged companies whose growth should be enhanced by long-term, sustainable economic trends.

Prior to joining Montag in 2003, Tom worked at First Atlanta Bank (now Wells Fargo) for six years, followed by a 20-year career in investment management at SunTrust Bank. During his career at SunTrust, Tom developed an investment style noted for its application of macroeconomic analysis. He successfully managed a number of significant trust department client relationships for the bank.

Tom was born and raised in La Crosse, Wisconsin. He and his wife, Mary Ann, have two grown children and two feline companions. Tom enjoys golf, gardening and reading.

Education

J.D., University of Wisconsin
B.S. in Business Administration, University of Wisconsin - La Crosse

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