Helen M. Donahue, CFA

Portfolio Manager

Helen Donahue is a portfolio manager. Prior to joining MONTAG in 2020, Ms. Donahue was a Principal at Montag & Caldwell for over 20 years, where she was a member of the Large Cap and Mid Cap Growth investment teams and served as a client portfolio manager for institutional and individual clients. She began her investment career as an Assistant Vice President and Fixed-Income Portfolio Manager at Legg Mason Capital Management, and was the Director of Fixed Income for the Atlanta-based investment manager.

Ms. Donahue’s professional affiliations include the CFA Institute and the CFA Society Atlanta. Helen is a member of the Board of Advisors for Holy Innocents Episcopal School, where she served on the Board of Trustees for two terms. She currently serves as a member of the school’s Investment Committee, which she chaired for six years. Helen and her husband John have two daughters. She enjoys spending time with her family, playing tennis, and cooking.

Personal & Civic Affiliations

  • CFA Institute and CFA Society of Atlanta
  • Holy Innocents’ Episcopal School, Investment Committee Member and former Trustee
  • Holy Innocents’ Episcopal School, Board of Advisors
  • Habitat for Humanity, Board Member



  • B.A., Loyola College