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A Tribute to Marianne Shutzberg

Marianne Shutzberg has provided extraordinary contributions to MONTAG and will be sorely missed after her retirement. Joining MONTAG in 1982, she spent 38 years with MONTAG and first planned to retire in early 2020, but generously put off that plan … Read More

A Tribute to Mikell Jones

Mikell Jones has provided an invaluable partnership and friendship to our firm and our family since 1984. Mike joined our firm in mid-February that year as a portfolio manager with responsibilities for client service and research, a job he performed … Read More

Lessons from Major Mike

By NED MONTAG For the third time, our household is home to a 15-year-old driver. My wife, less patient and more worried, will not ride with drivers under age 16. Teaching someone to drive is no simple task, but to … Read More