Our Team

Helen M. Donahue, CFA

Helen M. Donahue, CFA

Portfolio Manager

Helen Donahue is a portfolio manager. Prior to joining MONTAG in 2020, Ms. Donahue was a Principal at Montag & Caldwell for over 20 years where she was a member of the Large Cap and Mid Cap Growth investment teams and served as a client portfolio manager for institutional and individual clients. She began her investment career as an Assistant Vice President and fixed income portfolio manager at Legg Mason Capital Management and was the Director of Fixed Income for the Atlanta-based investment manager.

Ms. Donahue’s professional affiliations include the CFA Institute and the CFA Society Atlanta. Ms. Donahue is a member of the Board of Trustees for Holy Innocents’ Episcopal School and serves as the Chair for the school’s Investment Committee. Helen and her husband, John, reside in Sandy Springs and have 2 daughters – one in college and one in high school.

Personal & Civic Affiliations

  • Trustee, Holy Innocents’ Episcopal School



  • B.A., Loyola College