Amy Carcione, CFA

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Amy Carcione, CFA

Fixed Income Manager

Amy is responsible for overseeing all fixed income investments at MONTAG. These responsibilities include research, selection, and trading of individual bonds, mutual funds, ETFs, and other securities designed to meet the income and capital preservation needs of MONTAG clients.

Prior to joining MONTAG in 2020, Amy worked most recently at PNC Capital Advisors, and began her career at Citigroup Asset Management. She has over 12 years of experience managing municipal fixed income assets, including mutual funds, money market funds, and institutional investments utilizing both total return and laddered maturity strategies.

Originally from Ocean City, NJ, Amy has called the Atlanta area home for over a decade. Outside of the office, she enjoys time with her three children, traveling, fitness, and volunteering in her local community. She is also an active member of the Roswell-Alpharetta chapter of National Charity League.
 

PERSONAL & CIVIC AFFILIATIONS

  • CFA Institute and CFA Society of Atlanta
  • Roswell-Alpharetta chapter of National Charity League

Education

  • B.S.B.A., University of Richmond