Kent Shaw, CFA

Portfolio Manager

Kent joined the firm in December 2013. In addition to his work as a Portfolio Manager, Kent plays an important role as an equity analyst, employing principles of fundamental “bottom-up” analysis in his work.

Prior to joining MONTAG, Kent was a senior analyst and partner at Buckhead Capital Management in Atlanta. There, he specialized in small- and mid-cap value stock analysis while contributing to portfolio management. He also spent a number of years at Wachovia Bank as a financial advisor and currency trader.

Kent was raised in Columbia, South Carolina. He and his wife Lisa, a physical therapist, have three children. Kent’s interests include playing jazz and classical trumpet, and spending time with family.


  • M.B.A., with distinction, Wake Forest University
  • B.A. in Finance, University of South Carolina