Our Team

Brendan Wagner

Brendan Wagner

Portfolio Manager

Brendan joined MONTAG in 2017. He manages portfolios for individuals and families, and spends a significant amount of time on equity research. He attempts to understand the qualitative aspects of a business’s culture, processes and end market stability that enable it to deliver strong returns for their shareholders. He is wary of widespread consensus and accepted truths, and looks to own companies that will protect and grow our capital despite unknowable future challenges.

Prior to joining the firm he managed equity and fixed income portfolios for families at Gratus Capital and Spectrum Advisory Services in Atlanta.

Brendan is from San Anselmo, California. He and his wife Molly have two daughters, Avery and Emmy, with whom they enjoy many outdoor local activities.


  • B.S. in Finance from Boston College