Blog

Transitions at MONTAG

February 3, 2022

By MONTAG STAFF

MONTAG continues to expand and broaden its important human capital component, and we welcome two new team members to our staff in connection with that effort.

Penny RolleThe new year brought our newest employee, Penny Rolle, who joins us from another local investment manager.  In her position as Office Administrator, Penny assists with managing the office and general office operations. She also supports MONTAG executives and leadership team members in their daily activities.

Penny brings 17 years of experience in RIA Operations, human resources, change management, and team leadership. Prior to joining MONTAG in 2022, she started her career in the Financial Industry as an Office Manager in Miami, FL, before spending 13 years at an RIA in Marietta, GA.

In her free time, Penny enjoys exploring Georgia with her husband and kids, and visiting Walt Disney World as much as possible.

Jane Morrow, Compliance Administrator

Mid-October saw the arrival of Jane Morrow, who joined MONTAG as Compliance Administrator.

Jane is responsible for administering the firm’s compliance program and ensuring that the firm remains in compliance with all applicable rules and regulations.

Prior to joining MONTAG in 2021, Jane managed the compliance education program at a broker-dealer and investment advisory firm in Duluth, GA. She also conducted testing of various areas of the firm to ensure compliance with regulations and oversaw the remediation of any items identified through testing.

In her free time, Jane enjoys hiking, yoga, and spending time with her partner and their zoo of 2 dogs, 2 cats, and fish.

David Nesbit photo

Pending Retirement

February 25, 2022 will bring about bittersweet news, as David Nesbitt – who joined our organization as Receptionist in 2015 – will be retiring.  David and his spouse Mike have recently sold their home, and they plan to slowly travel the globe going forward, spending some time each year with David’s parents in Arkansas.   David foresees spending much of 2022 in Mexico.

In sharing news of this departure, CEO Ned Montag said “David has proven invaluable, and he has made a deep imprint on me.  The same is true with many of my colleagues here.  We will really miss him.”  Ned also observed that while David has held the title of Receptionist, “He’s far more than that:  He’s a traffic cop, operations navigator, client service provider and has been a right-hand to many of us.”

MONTAG wishes David “Bon Voyage” as he embarks on a well-earned retirement.

 

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