Louis Montag begins his career at Montag Brothers Paper Company in Atlanta.
Louis Montag starts Atlanta’s first independent advisory firm, Montag & Caldwell.
Louis’s son, Tony, joins his father’s firm.
Tony leaves Montag & Caldwell and joins Wood, Struthers & Winthrop.
Tony acquires the Atlanta office of Wood, Struthers & Winthrop and incorporates MONTAG.
Tony’s wife, Jackie, joins the team to lead MONTAG business development.
MONTAG launches its popular semi-annual seminar, Facts & Finances for Women.
Tony’s sons, Ned and John, join their family’s growing firm to become CEO and CIO. The MONTAG Advisory Board...
MONTAG moves into Georgia-Pacific Center on the threshold of its 25th anniversary.
MONTAG celebrates its 30th anniversary, continuing to grow in AUM, clients and staff.
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