New Portfolio Manager Adds Depth to the Team

We are pleased to announce the recent arrival of  Kent Shaw, CFA, as the newest members of our investment management team.  Kent brings a wealth of securities analysis and portfolio management experience to MONTAG, thus expanding our investment and client service capabilities.

Kent Shaw, CFA

Kent is our newest portfolio manager. In addition to other portfolio management duties, he oversees our Sector Navigation Equity Strategy. Kent’s focus on quantitative metrics and modeling is complemented by his experience as a multi-industry analyst, bringing new analytic perspectives to our investment process.

New Addition, Same Commitment

With the addition of Kent Shaw, our team of investment professionals grows to fourteen, furthering our commitment to a truly individualized approach to investment management.

Learn more about Kent here.