Olga Lee, CFA

Portfolio Manager

Olga manages portfolios for individuals and families, and spends a significant amount of her time on investment analysis.

Prior to joining MONTAG in 2006, Olga spent seven years at SunTrust Bank as a portfolio manager and equity research analyst in the value-style discipline.

Olga is from St. Petersburg, Russia. She moved to the United States in 1995, won a collegiate tennis scholarship, and played competitively throughout her college years. She and her husband, Dan, have two children, and enjoy spending much of their time together as a family.


  • CFA Institute and CFA Society of Atlanta



  • M.B.A., Georgia State University
  • B.S. in Business Administration, Shorter College