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
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 MONTAG STAFF Our staff has continued to grow, even during the COVID pandemic year that was 2020. Early in the year, our colleague Christie Crouch came on board. She is a terrific reporting manager and team player. Christie is … Read More
Our Business Development Team, responsible for the firm’s online and social media presence, has launched “A Minute With MONTAG” – an ongoing campaign of informational social media posts. One of the aspects of our firm’s culture is to value brevity – … Read More
Hi David, and thanks for taking the time to answer these questions. At MONTAG, we’ve been working from home for 17, 18, weeks now, and you’ve been a very valuable “first-responder” for our client service efforts, coming in to the … Read More
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
BY BILL LEE, DIRECTOR OF MARKETING OPERATIONS Editor’s Note – One of my heroes, author Verlyn Klinkenborg, wrote a book in 2003 titled “The Rural Life”. For many years he had a regular column in The New York Times by … 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
A. Montag and Associates (d/b/a “MONTAG Wealth Management”) is pleased to announce it has once again been named to the Financial Times 300 Top Registered Investment Advisers, as of June 27, 2019. The list recognizes top independent RIA firms from … Read More