A. Montag & Associates

Description

Located in: Georgia-Pacific LLCAddress: 133 Peachtree Street # 2500, Atlanta, GA 30303 Phone: (404) 522-5774Category: Hours: : : : Website: : : : Place name: Website: http://montagwealthmanagement.com/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of A Montag & Associates Inc Posting publicly on the Web Write a review Reviews Be the first to review

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A. Montag & Associates Employees

Employee
Years
Job
Industry
Benjamin S. Harris, CFA Benjamin S. Harris, CFA Atlanta, Georgia Details
Benjamin S. Harris, CFA's A. Montag & Associates Experience 2012 - Present
Job Senior Portfolio Manager at A. Montag & Associates
Industry Investment Management
Experience
A. Montag & Associates   2012 - Present
Wilmington Trust  2009 - 2012
BlackRock/Merrill Lynch Investment Managers   1999 - 2009
SunTrust Bank  1988 - 1999
P&G Engineers, Inc.   1982 - 1986

Education
Georgia State University   1986 — 1988
MBA, Finance

University of Tennessee   1977 — 1982
BS, Civil Engineering

Ned Montag Ned Montag Greater Atlanta Area Details
Ned Montag's A. Montag & Associates Experience March 1996 - Present
Job CEO | New Business Development | Manage Client Relationships | Wealth Management
Industry Financial Services
Experience
A. Montag & Associates   March 1996 - Present

Skills
Business Development, Manage Client..., Public Speaking

Education
Emory University - Goizueta Business School   1995 — 1997
MBA

Washington University in St. Louis   1985 — 1989

Bob Pennington Bob Pennington Greater Atlanta Area Details
Bob Pennington's A. Montag & Associates Experience January 2013 - December 2014
Job President, Buckhead Investment Partners
Industry Investment Management
Experience
Buckhead Investment Partners  January 2015 - Present
A. Montag & Associates   January 2013 - December 2014
Willis Investment Counsel  August 2004 - December 2012
Emory University  January 2001 - August 2004
King & Spalding  November 1984 - January 2001

Skills
Bloomberg, Equities, Investment Management, Investments, Fixed Income, Asset Managment, Portfolio Management, Private Equity, Asset Management, Financial Modeling, Financial Services, Finance, Alternative Investments, Hedge Funds, Business Development, Mergers & Acquisitions, Due Diligence, Securities, Capital Markets, Valuation, Venture Capital

Education
Emory University School of Law   1978 — 1981
JD, Corporate Law

Emory University - Goizueta Business School   1977 — 1981
MBA, Finance

Emory University   1972 — 1976
BA, Psychology

Oxford College of Emory University   1972 — 1976
Associate's Degree, Psychology

Christine Quillian, CFA, CFP(R) Christine Quillian, CFA, CFP(R) Greater Atlanta Area Details
Christine Quillian, CFA, CFP(R)'s A. Montag & Associates Experience January 2010 - Present
Job Investment Analyst & Portfolio Manager at A. Montag & Associates
Industry Investment Management
Experience
A. Montag & Associates   January 2010 - Present
Optimum Investment Advisors  January 2007 - January 2010
SunTrust Bank  October 1997 - March 2006
SunTrust Bank  July 1995 - October 1997

Education
Davidson College   1991 — 1995
B.A., Art History

The Ellis School

Janet Ryan Janet Ryan Greater Atlanta Area Details
Janet Ryan's A. Montag & Associates Experience March 2005 - July 2013
Job Sr. Compliance Officer at Cornerstone Investment Partners, LLC
Industry Investment Management
Experience
Cornerstone Investment Partners, LLC   September 2013 - Present
A. Montag & Associates   March 2005 - July 2013
A. Montag & Associates   February 2003 - March 2005
Higgins Asset Management   October 2000 - July 2002

Skills
Financial Risk, Accounting, Policy, Finance, Microsoft Office, DocStar, Due Diligence, Risk Management, Risk Assessment, SEC Financial Reporting, Advent, Financial Services, Internal Audit

Education
Georgia State University   1990 — 1992
BA, Business Education

University of Nebraska at Omaha   1977 — 1979
Associate, Secretarial Science

David Hollander-Urbach David Hollander-Urbach Raleigh-Durham, North Carolina Area Details
David Hollander-Urbach's A. Montag & Associates Experience May 2009 - August 2009
Job Law Student at Duke University
Industry Public Policy
Experience
Duke University  August 2012 - Present
Duke University Law School - Professor Ernest Young   June 2013 - August 2013
Legal Services of Eastern Missouri  May 2011 - July 2012
Greenberg Traurig, LLP  June 2010 - August 2010
Roswell Municipal Courts   May 2010 - August 2010
A. Montag & Associates   May 2009 - August 2009
North Fulton Community Charities  2006 - 2008
Temple Beth Tikvah  May 2004 - August 2004

Skills
Legal Research, Public Speaking, PowerPoint, Microsoft Office, Research, Social Media, Microsoft Word, Teaching, Microsoft Excel, Event Planning, French, Nonprofits, Appeals, Litigation

Education
Duke University School of Law   2012 — 2015

Washington University in St. Louis   2007 — 2011
BA, Psychology

Washington University in St. Louis   2007 — 2011
Bachelor of Arts, Psychology

Centennial   2003 — 2007

Adina Martinez Adina Martinez Atlanta, Georgia Details
Adina Martinez's A. Montag & Associates Experience May 2004 - November 2009
Job Research Associate at Georgia Tech Research Institute
Industry International Affairs
Experience
Georgia Tech Research Institute  December 2009 - Present
A. Montag & Associates   May 2004 - November 2009
Consulate General of Israel to the Southeast   May 2008 - August 2008

Skills
Emergency Management, Program Management, International Relations, Training, Homeland Security, Strategy, Proposal Writing, Statistics, Data Analysis, Qualitative Research, Analysis, Technical Writing, Nonprofits, Project Management, PowerPoint, Research, Public Speaking, Customer Service, Microsoft Office

Education
Georgia State University   2012 — 2014
Master of Public Administration (M.P.A.)

Georgia Institute of Technology   2005 — 2009
Bachelor of Science, International Affairs

Tecnológico de Monterrey

Laura Boring Laura Boring Atlanta, Georgia Details
Laura Boring's A. Montag & Associates Experience June 2006 - August 2006
Job Marketing Consultant at Clutch Technologies
Industry Internet
Experience
Clutch Technologies  August 2015 - Present
BrightWhistle  September 2014 - August 2015
SimpleRelevance  January 2013 - September 2014
RentStuff.com   October 2011 - November 2012
Vanderbilt University  August 2010 - May 2012
Dewberry Capital Corporation   June 2011 - August 2011
Columbia Management  August 2006 - May 2010
A. Montag & Associates   June 2006 - August 2006
Lacoste  June 2005 - September 2005

Skills
Market Research, Social Media Marketing, Marketing, Marketing Strategy, Financial Modeling, Entrepreneurship, Financial Analysis, Strategy, Business Strategy, Competitive Analysis, Start-ups, Leadership, Business Development, Program Management, Data Analysis, Strategic Partnerships, Analytics

Education
Vanderbilt University   2010 — 2012
MBA

Furman University   2002 — 2006
BA

Leopold-Franzens Universität Innsbruck   2004 — 2004

Barbara MacInnes Barbara MacInnes Greater Atlanta Area Details
Barbara MacInnes's A. Montag & Associates Experience August 2006 - Present
Job Portfolio Administrator at A. Montag & Associates
Industry Investment Management
Experience
A. Montag & Associates   August 2006 - Present
Howe & Rusling, Inc.   May 1989 - October 2004
E.F. Miller & Co., Inc.   December 1980 - April 1989

Education
Grove City College   1974 — 1978
BS, Biology

Hong-Tsun Simon Hong-Tsun Simon Atlanta, Georgia Details
Hong-Tsun Simon's A. Montag & Associates Experience January 2000 - October 2004
Job Senior Director of Portfolio Management at BNY Mellon
Industry Financial Services
Experience
BNY Mellon Wealth Management  July 2012 - Present
BNY Mellon Wealth Management  January 2005 - June 2012
A. Montag & Associates   January 2000 - October 2004

Education
The American University of Paris
Bachelor of Arts (B.A.), International Economics

Xavier University
Master of Business Administration (MBA), Finance, General