Our “A Minute With MONTAG” series introduces the next in a suite of comparisons we’ve dubbed “Contrast MONTAG with a LARGE FINANCIAL INSTITUTION” – this one considers the all-important Client Relations:       TAKEAWAY:  Large institutions are centered on … Read More

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

Our “A Minute With MONTAG” series introduces the next in a suite of comparisons we’ve dubbed “Contrast MONTAG with a LARGE FINANCIAL INSTITUTION” – this one considers Privacy, Flexibility & Choices:       TAKEAWAY:  Large institutions are PRODUCT-oriented; MONTAG … Read More

To all our clients who have endured the last year, and the last two years, Happy New Year! We hope the holiday season brought you some joy, rest and peace. The hard work done at MONTAG was cheerfully met because … Read More

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

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

Our “A Minute With MONTAG” series introduces the second in a suite of comparisons we’ve dubbed “Contrast MONTAG with a LARGE FINANCIAL INSTITUTION” – this one considers Turnover of Staff:     TAKEAWAY:  With MONTAG, turnover is generational.    

Our “A Minute With MONTAG” series introduces the first of a suite of comparisons we’ve dubbed “Contrast MONTAG with a LARGE FINANCIAL INSTITUTION” – this first one considers Leadership & Management:       TAKEAWAY:  You get to know us, … Read More

AMY CARCIONE, CFA The morning of September 11, 2001 was one of those tragic events in our lifetime we will never forget. Everyone remembers where they were, how they first heard, how they felt in the hours, days and weeks … Read More

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