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Transitions at MONTAG

By MONTAG STAFF MONTAG continues to expand and broaden its important human capital component, and we welcome two new team members to our staff in connection with that effort. The new year brought our newest employee, Penny Rolle, who joins … Read More

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


It’s getting to be ‘that time’ again… With the changing color of the leaves, we know the year 2021 is soon to be winding down. Many MONTAG clients express their charitable intent around year end. Our custodians, Schwab and Fidelity, … Read More

Transitions at MONTAG – 2021 Arrivals

By MONTAG STAFF The new year brought one of our latest arrivals, Kayla Whitaker, who joins us from another local investment manager in the role of Portfolio Administrator.  Her responsibilities include account openings, transfers, and distributions.  Kayla brings our dedicated … Read More

MONTAG Announces Facebook Presence

By MONTAG STAFF MONTAG is pleased to announce the launch of its corporate page on Facebook. While we might seem late to the party, the heavy regulatory and compliance nature of the financial services industry has significantly restrained our options for … Read More

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