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

We saw the departure of two important people at the beginning of the New Year.   Mikell Jones and Marianne Shutzberg retired as of 12/31/20.  Each served MONTAG faithfully since the 1980s, one for 36 years, one for 38 years.  Their … Read More

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