As one might expect, the passing of 40 years since the early days of MONTAG Wealth has seen a great deal of evolution – in markets, technology, the investment industry at large, and within the MONTAG firm itself. A lot has changed since the early 1980s!
Hear from the MONTAG Wealth team.
In this video, brothers John and Ned Montag offer a bit of a retrospective of the firm they now lead, joined by the voices of their mother Jackie Montag, as well as long-tenured staff members Olga Lee and Jeff Harari. They describe ways in which investment options have proliferated and technologies have brought efficiencies to the work they do.
But tellingly, it’s the things that do not change that are at the core of what MONTAG does – client-centered, trusting relationships, an emphasis on communication – “MONTAG walks and talks these values on a daily basis.”
In less than 3 minutes, hear about the firm’s evolution from those who have experienced it in person.
As one might expect, the passing of 40 years since the early days of MONTAG Wealth has seen a great deal of evolution – in markets, technology, the investment industry at large, and within the MONTAG firm itself. A lot has changed since the early 1980s!
Hear from the MONTAG Wealth team.
In this video, brothers John and Ned Montag offer a bit of a retrospective of the firm they now lead, joined by the voices of their mother Jackie Montag, as well as long-tenured staff members Olga Lee and Jeff Harari. They describe ways in which investment options have proliferated and technologies have brought efficiencies to the work they do.
But tellingly, it’s the things that do not change that are at the core of what MONTAG does – client-centered, trusting relationships, an emphasis on communication – “MONTAG walks and talks these values on a daily basis.”
