Randy Loving, CFA
Portfolio Manager
Randy is a Financial Advisor/Portfolio Manager who 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 extensive personal experience investing in small businesses and commercial real estate. This broad investing experience helps Randy assess 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 girls’ 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