Edward A. Montag
Chief Executive Officer
As Chief Executive Officer of MONTAG, Ned has overall managerial responsibility for the firm. He joined the firm in 1996 and in 2009 became CEO.
Ned’s managerial expertise, particularly in the family business context, was forged during his years as a member of the staff of the Family Business Forum in the Coles College of Business at Kennesaw State University.
John L. Montag
President, Chief Investment Officer and Portfolio Manager
John joined MONTAG in 1995 and became CIO and President in 2009. He is responsible for research oversight at MONTAG and many of the firm’s day-to-day investment assignments.
As Chief Investment Officer, John oversees the firm’s investment research and serves as its lead portfolio manager, working directly for a number of clients. John employs a comprehensive approach blending investment issues, legal and accounting concerns, lifestyle considerations and philanthropic interests.
Stacey H. Godwin
Chief Compliance Officer
Stacey has primary responsibility for the firm’s compliance program. As CCO, she also participates in overall firm management and steering matters.
A MONTAG staff member since 1998, Stacey has served in various capacities over the years leading up to her current role. Her experience includes managing the client service team, client reporting, performance analytics, office technology, and overseeing the day-to-day operations of the firm.
Chief Financial Officer
As Chief Financial Officer, Jeff manages the financial and administrative operations at MONTAG. He also assists with the planning and support of strategic planning initiatives designed for developing and growing the firm.
Prior to joining MONTAG in 2011, Jeff began his career as a CPA at a national public accounting firm in New York City where he audited hedge funds and other private investment companies. From there, he furthered his investment industry experience with the finance group of a hedge fund-of-funds before relocating to Atlanta. (more…)
Steve Whittington, CFA
Business Development Director
Steve directs the business development initiatives at MONTAG, in an effort to grow the firm’s assets under management and to develop existing and new relationships with various referral sources, as well as to help evolve the firm’s marketing program.
Prior to joining MONTAG in 2016, Steve spent ten years in the enterprise valuation industry, where he valued private companies for gift and estate and merger and acquisition purposes, as well as running the employee stock ownership (ESOP) practice line for valuation firms in Atlanta and New York City. (more…)