L. Anthony Montag, CFA
Tony founded MONTAG in 1982. His experience as an investment counselor dates back to 1960 when he became a member of another Atlanta investment firm his father founded in 1945.
Tony is an emeritus member of MONTAG’s investment team. Having formally retired on December 21, 2020, Tony continues to lend his expertise to our firm as needed. During his active years he conducted equity research, participated in bond portfolio management and mentored our firm’s investment professionals. His career-long reputation of earning trust, giving effective investment advice, and building and maintaining strong relationships defines MONTAG today. His six decades of unwavering commitment to client service continues to drive the work of everyone in our firm.
Prior to her formal retirement at the end of 2020, Jackie managed select business development and client relations activities for MONTAG. She joined the firm on a full-time basis in 1986 and developed several enduring initiatives, including the semi-annual program Facts & Finances for Women. Much of Jackie’s work was focused on building relationships with local institutions, key clients and intermediaries. She continues to be consulted about these matters as needed.
An extraordinary community volunteer, Jackie has been recognized by many community organizations for her commitment, work and leadership.