Montag & Caldwell, LLC

Description

Address: 3455 Peachtree Rd # 1200, Atlanta, GA 30326 Hours: Open now · Add full hours Unable to add this file. Please check that it is a valid photo. Phone: (404) 836-7100: : Category: : Hours: Place name: : : Website: : Website: https://www.montag.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 Montag & Caldwell, Inc. Posting publicly on the Web Write a review Reviews Be the first to review

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Montag & Caldwell, LLC Employees

Employee
Years
Job
Industry
Lane Sims Lane Sims Atlanta, Georgia Details
Lane Sims's Montag & Caldwell, LLC Experience October 1993 - December 1998
Job Floor Care Advisor at PIRCH
Industry Retail
Experience
PIRCH  October 2014 - Present
Vacuum Sales & Service   September 1999 - Present
Lowe's Companies, Inc.   August 2013 - October 2014
Montag & Caldwell, LLC   October 1993 - December 1998
SunTrust Bank  January 1987 - April 1993

Skills
Customer Service, Sales, Management, Retail, Sales Management, Microsoft Office, Strategic Planning, Training, Marketing, Inventory Management, Account Management, Financial Analysis, Marketing Strategy, Merchandising, New Business Development, Sales Operations, Contract Negotiation

Education
Georgia State University   1984 — 1986
Bachelor's Degree, Finance

University of West Georgia   1982 — 1984
Bachelor of Business Administration (B.B.A.), Finance, General

Andrew Jung, CFA Andrew Jung, CFA Greater Atlanta Area Details
Andrew Jung, CFA's Montag & Caldwell, LLC Experience February 2015 - Present
Job CoDirector of Research/CoPortfolio Manager at Montag & Caldwell, LLC
Industry Investment Management
Experience
Montag & Caldwell, LLC   February 2015 - Present
Montag & Caldwell, LLC   June 2009 - Present
Montag & Caldwell, LLC   April 2007 - February 2015
Montag & Caldwell, LLC   June 2001 - February 2015
Strong Capital Management  December 1999 - June 2001
The Robinson-Humphrey Co, LLC   June 1998 - December 1999

Skills
Equity Research, Institutional Investors, Public Speaking, Sales Presentations, Strategic Thinking, New Business Development, Financial Statements, Financial Analysis, Financial Modeling, Equities, Growth Investing, Portfolio Management

Education
Emory University - Goizueta Business School   1997 — 1999
MBA

Marquette University   1991 — 1995
BA, Economics

Arlene Bryan Pine, CFA Arlene Bryan Pine, CFA Greater Atlanta Area Details
Arlene Bryan Pine, CFA's Montag & Caldwell, LLC Experience 1998 - 2004
Job MBA Student at Emory University Goizueta Business School
Industry Investment Management
Experience
Emory University Goizueta Business School  August 2014 - Present
Herndon Capital Management, LLC  2011 - 2014
Herndon Capital Management, LLC  2011 - 2013
Towers Watson  2008 - 2011
Aon Hewitt  2007 - 2008
Watson Wyatt  2004 - 2007
Montag & Caldwell, LLC   1998 - 2004
SunTrust  1997 - 1998

Skills
Equities, Asset Management, Investments, Financial Analysis, Management, Equity Research, Bloomberg, Finance, Strategic Planning, Asset Allocation, Securities, Portfolio Management, Leadership, New Business Development, Client Relations, Wealth Management, Capital Markets, Investment Advisory

Education
Emory University - Goizueta Business School
Master of Business Administration (M.B.A.)

Georgia State University
Bachelor's Degree, Finance, General

Scott Latimer Scott Latimer Atlanta, Georgia Details
Scott Latimer's Montag & Caldwell, LLC Experience August 2003 - Present
Job Assistant Vice President at Montag & Caldwell, LLC
Industry Investment Management
Experience
Montag & Caldwell, LLC   August 2003 - Present
Intellinet  April 1998 - August 2003
AEGON Americas  December 1995 - April 1998
Houghton Mifflin Harcourt  September 1993 - November 1995

Skills
IT Infrastructure Design, Enterprise Architecture, IT Management, IT Strategy, IT Operations Management, Amazon Web Services..., VMware Infrastructure, Cloud Computing, Project Management, Disaster Recovery, SaaS, Data Center, Cisco Technologies, Technology Integration, Servers, Storage, Backup Solutions, Virtualization, Windows Azure, Enterprise Software, Juniper Technologies, Active Directory, Checkpoint Security

Education
Auburn University
Bachelor of Science (BS), Business Administration, Management Information Systems

Kurt Zellner Kurt Zellner Atlanta, Georgia Details
Kurt Zellner's Montag & Caldwell, LLC Experience June 2013 - August 2013
Job Student at University of Illinois at UrbanaChampaign
Industry Financial Services
Experience
Montag & Caldwell, LLC   June 2013 - August 2013

Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Research, Public Speaking, Social Media, Customer Service, Teamwork, Event Planning, English, Data Analysis, Financial Analysis, Team Leadership, Visual Basic, Access, Analysis, Project Management

Education
University of Illinois at Urbana-Champaign   2011 — 2015
Bachelor of Arts (B.A.), Economics

University of Illinois at Urbana-Champaign

Mitchell Braun Mitchell Braun Greater Atlanta Area Details
Mitchell Braun's Montag & Caldwell, LLC Experience June 2014 - August 2014
Job Analyst I
Industry Financial Services
Experience
Situs  June 2015 - Present
Montag & Caldwell, LLC   June 2014 - August 2014
Lake Carolina Properties LLC  May 2013 - August 2013
Jimmy John's  December 2009 - March 2013
World of Coca-Cola  June 2012 - August 2012

Skills
Financial Analysis, Microsoft Excel, Microsoft Word, Photoshop, Leadership, Communication, Customer Service

Education
University of South Carolina - Darla Moore School of Business   2011 — 2015
Bachelor's degree, Finance

University of South Carolina-Columbia   2011 — 2015
Bachelor's degree, Finance, Senior

The Weber School   2009 — 2011

Helen Donahue Helen Donahue Atlanta, Georgia Details
Helen Donahue's Montag & Caldwell, LLC Experience May 1997 - Present
Job Vice President at Montag & Caldwell, LLC
Industry Investment Management
Experience
Montag & Caldwell, LLC   May 1997 - Present
Legg Mason  June 1991 - November 1996

Skills
Portfolio Management, Fixed Income, Equities

Education
Loyola University Maryland   1987 — 1991
Bachelor of Business Administration (BBA), Economics

Charlie Markwalter, CFA Charlie Markwalter, CFA Atlanta, Georgia Details
Charlie Markwalter, CFA's Montag & Caldwell, LLC Experience February 1998 - Present
Job Senior Vice President
Industry Investment Management
Experience
Montag & Caldwell, LLC   February 1998 - Present

Education
Dartmouth College

Barbara Bassoff Barbara Bassoff United States Details
Barbara Bassoff's Montag & Caldwell, LLC Experience February 1999 - Present
Job Portfolio Administrator at Montag & Caldwell, LLC
Industry Investment Management
Experience
Montag & Caldwell, LLC   February 1999 - Present

Education
Queens College   1975 — 1979
Bachelor's degree, Art and Education