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

Skyland Trail, an Atlanta-based mental health treatment facility spread among 4 (soon to be 5) campuses, included a note about support they received from MONTAG in their 2018 Annual Report.  The report is titled “Moving Forward on the Path to … Read More

MONTAG’s own Client Relations Manager, Jackie Montag, is featured in the “Donor Spotlight” by The Howard School.  The Atlanta, Georgia K-12 private school publishes “Insights”, a semi-annual magazine for alumni, students, families, donors, and other members of its community.  In … Read More