Our Team

The MONTAG Team

Our mission is to help our clients meet their investment objectives. From preserving capital to growing their wealth over time, we provide personalized advice and investment management. It is an honor to be trusted with this work: the stewardship of our clients’ hard-earned assets. MONTAG clients can rely upon the experience, knowledge, discretion, and confidentiality our team brings to this important work.

At MONTAG, our employees are the foundation upon which the success of our firm is built. We believe in hiring industry veterans. Our Portfolio Managers have an average industry tenure exceeding 20 years. Over 70% of our PMs also hold the prestigious Chartered Financial Analyst®* designation—awarded by the CFA Institute to individuals with proven competence in investment analysis and wealth management. The CFA designation is a hard-earned and valued credential in the investment world and among financial advisors. A CFA award is considered the gold standard for financial advisers.

Our Portfolio Managers have significant investment experience both institutionally and personally in the public and private markets. When you speak with your Portfolio Manager, you will have direct access to a knowledgeable investment professional and the entire MONTAG investment team. This team will oversee your investments and assist with formulating a strategy to meet your unique goals.

*CFA® and Chartered Financial Analyst® are registered trademarks owned by the CFA Institute.

Leadership

Edward A. Montag

Edward A. Montag

Chief Executive Officer

As Chief Executive Officer of MONTAG, Ned has overall managerial responsibility for the firm. He joined the firm in 1996 and in 2009 became CEO.

Ned’s managerial expertise, particularly in the family business context, was forged during his years as a member of the staff of the Family Business Forum in the Coles College of Business at Kennesaw State University.

John L. Montag

John L. Montag

President, Chief Investment Officer & Portfolio Manager

John joined MONTAG in 1995 and became CIO and President in 2009. He is responsible for research oversight at MONTAG and many of the firm’s day-to-day investment assignments.

As Chief Investment Officer, John oversees the firm’s investment research and serves as its lead portfolio manager, working directly for a number of clients. John employs a comprehensive approach blending investment issues, legal and accounting concerns, lifestyle considerations and philanthropic interests.

Stacey H. Godwin

Stacey H. Godwin

Chief Compliance Officer

Stacey has primary responsibility for the firm’s compliance program. As CCO, she also participates in overall firm management and steering matters.

A MONTAG staff member since 1998, Stacey has served in various capacities over the years leading up to her current role. Her experience includes managing the client service team, client reporting, performance analytics, office technology, and overseeing the day-to-day operations of the firm.

Jeffrey Harari

Jeffrey Harari

Chief Financial Officer

As Chief Financial Officer, Jeff manages the financial and administrative operations at MONTAG. He also assists with the planning and support of strategic planning initiatives designed for developing and growing the firm.

Prior to joining MONTAG in 2011, Jeff began his career as a CPA at a national public accounting firm in New York City where he audited hedge funds and other private investment companies. From there, he furthered his investment industry experience with the finance group of a hedge fund-of-funds before relocating to Atlanta.

Investment Team

Edward A. Montag

Edward A. Montag

Chief Executive Officer

As Chief Executive Officer of MONTAG, Ned has overall managerial responsibility for the firm. He joined the firm in 1996 and in 2009 became CEO.

Ned’s managerial expertise, particularly in the family business context, was forged during his years as a member of the staff of the Family Business Forum in the Coles College of Business at Kennesaw State University.

John L. Montag

John L. Montag

President, Chief Investment Officer & Portfolio Manager

John joined MONTAG in 1995 and became CIO and President in 2009. He is responsible for research oversight at MONTAG and many of the firm’s day-to-day investment assignments.

As Chief Investment Officer, John oversees the firm’s investment research and serves as its lead portfolio manager, working directly for a number of clients. John employs a comprehensive approach blending investment issues, legal and accounting concerns, lifestyle considerations and philanthropic interests.

Jeffrey Harari

Jeffrey Harari

Chief Financial Officer

As Chief Financial Officer, Jeff manages the financial and administrative operations at MONTAG. He also assists with the planning and support of strategic planning initiatives designed for developing and growing the firm.

Prior to joining MONTAG in 2011, Jeff began his career as a CPA at a national public accounting firm in New York City where he audited hedge funds and other private investment companies. From there, he furthered his investment industry experience with the finance group of a hedge fund-of-funds before relocating to Atlanta.

Amy Carcione, CFA

Amy Carcione, CFA

Fixed Income Manager

Amy is responsible for overseeing all fixed income investments at MONTAG. These responsibilities include research, selection, and trading of individual bonds, mutual funds, ETFs and other securities designed to meet the income and capital preservation needs of MONTAG clients.

Prior to joining MONTAG in 2020, Amy worked most recently at PNC Capital Advisors and began her career at Citigroup Asset Management. She has over 10 years of experience managing municipal fixed income assets, including mutual funds, money market funds, and institutional investments utilizing both total return and laddered maturity strategies.

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.

Chris Guinther

Chris Guinther

Senior Investment Strategist & Portfolio Manager

Chris is Senior Investment Strategist and a Portfolio Manager. He leads equity research and market strategy efforts at MONTAG. His expertise includes stocks and bonds, with particular focus on technology stocks and growth investing.

Prior to joining MONTAG in 2018, Chris was President, Chief Investment Officer and founding partner of an institutional investment firm in Atlanta. For nearly 20 years, he served as a lead portfolio manager overseeing billions in small and large cap growth equity mutual funds. Chris has been investing in public securities for 30 years professionally. He has significant experience investing in real estate, franchises, and small businesses. He believes his broad experience helps MONTAG clients whose wealth has been cultivated in similar ways over the years.

Benjamin S. Harris, CFA

Benjamin S. Harris, CFA

Senior Portfolio Manager

Ben manages portfolios for individuals, families and institutions, and conducts equity research. With a long-term investment focus, he employs a blend of fundamental and macroeconomic analysis in selecting securities for client portfolios.

Prior to joining MONTAG in 2013, Ben led a team of specialists for the Southeast Region of Wilmington Trust Investment Management where he managed investment portfolios for individual and institutional clients. His work there focused on risk mitigation strategies using derivatives and other hedging techniques.

Mary Carol Joy

Mary Carol Joy

Equity Trader & Client Service Coordinator

Mary Carol (“MC”) is responsible for the equity trading at MONTAG, including stocks, exchange-traded funds (ETFs), and mutual funds. She also provides portfolio administration and client service support.

Prior to joining MONTAG in 2018, MC worked as the Operations Manager of a financial planning practice in Dunwoody, GA. She began her career as a Sales Assistant on the Institutional Fixed Income desk of Bear Stearns/JP Morgan in Atlanta, where she facilitated fixed income and equity trading in addition to managing accounts for institutional and high net worth clientele.

Olga Lee, CFA

Olga Lee, CFA

Portfolio Manager

Olga manages portfolios for individuals and families, and spends a significant amount of her time on investment analysis.

Prior to joining MONTAG in 2006, Olga spent seven years at SunTrust Bank as a portfolio manager and equity research analyst in the value-style discipline.

Randy Loving, CFA

Randy Loving, CFA

Portfolio Manager

Randy manages portfolios for individuals, families and institutions, and devotes much of his time to investment analysis.

Randy has worked in the investments field for 18 years. Prior to joining MONTAG, Randy was a Sector Portfolio Manager for RidgeWorth Investments. His responsibilities included management of the technology and financial sectors. In addition, Randy spent eight years at SunTrust as both an Equity Analyst and Portfolio Manager in the Personal Asset Management group. Randy began his career at The Northern Trust in Chicago.

Christine R. Quillian, CFA, CFP®

Christine R. Quillian, CFA, CFP®

Portfolio Manager

Christine manages portfolios for individuals, families and institutions, and devotes much of her time to investment research. She uses macroeconomics and industry-specific analyses to identify strong businesses that are attractively priced.

Prior to joining MONTAG in 2010, Christine regularly contributed to the quantitative analysis and macroeconomic research at a Chicago-based investment firm. She began her career at SunTrust Bank where she co-led a top-down equity specialization practice.

Kent Shaw, CFA

Kent Shaw, CFA

Portfolio Manager

Kent joined the firm in December 2013. In addition to his work as a portfolio manager, he plays an important role as an equity analyst, employing principles of fundamental “bottom-up” analysis in his work.

Prior to joining MONTAG, Kent was a senior analyst and partner at Buckhead Capital Management in Atlanta. There, he specialized in small- and mid-cap value stock analysis, while contributing to portfolio management.

Brendan Wagner

Brendan Wagner

Portfolio Manager

Brendan joined MONTAG in 2017. He manages portfolios for individuals and families, and spends a significant amount of time on equity research. He attempts to understand the qualitative aspects of a business’s culture, processes and end market stability that enable it to deliver strong returns for their shareholders. He is wary of widespread consensus and accepted truths, and looks to own companies that will protect and grow our capital despite unknowable future challenges.

Business Development Team

Larry Mendel

Larry Mendel

Vice President of Sales

Larry has principal responsibility for developing the number and quality of relationships to help grow the firm’s client base. His focus is on finding new business opportunities through spending time with current clients, acknowledged prospects, and qualified intermediaries.

Prior to joining MONTAG in 2016, Larry spent five years as Principal and Co-Founder of a local RIA firm, which has since merged with another firm in Texas. In the years before starting his firm, Larry spent 27 years with Davis, Mendel and Regenstein, Inc. — a broker dealer for Ned Davis Research, Inc.

Bill Lee

Bill Lee

Director of Marketing Operations

Bill joined the MONTAG team as Director of Marketing Operations in 2017. He is responsible for ensuring a smooth and well-coordinated marketing effort, working closely with the firm’s new Business Development Team. He administers the firm’s website and other media presence, in addition to preparing and updating marketing communications and presentations. An additional area of responsibility relates to planning and executing MONTAG’s active calendar of meetings and events.

Client Service Team

Stacey H. Godwin

Stacey H. Godwin

Chief Compliance Officer

Stacey has primary responsibility for the firm’s compliance program. As CCO, she also participates in overall firm management and steering matters.

A MONTAG staff member since 1998, Stacey has served in various capacities over the years leading up to her current role. Her experience includes managing the client service team, client reporting, performance analytics, office technology, and overseeing the day-to-day operations of the firm.

Mary Carol Joy

Mary Carol Joy

Equity Trader & Client Service Coordinator

Mary Carol (“MC”) is responsible for the equity trading at MONTAG, including stocks, exchange-traded funds (ETFs), and mutual funds. She also provides portfolio administration and client service support.

Prior to joining MONTAG in 2018, MC worked as the Operations Manager of a financial planning practice in Dunwoody, GA. She began her career as a Sales Assistant on the Institutional Fixed Income desk of Bear Stearns/JP Morgan in Atlanta, where she facilitated fixed income and equity trading in addition to managing accounts for institutional and high net worth clientele.

Jill L. Bourland

Jill L. Bourland

Portfolio Administrator

Jill has primary responsibility for client service and portfolio administration. She provides comprehensive client support, which includes responding to client requests and processing account openings, transfers, and distributions.

Prior to joining MONTAG in 1998, Jill spent eight years in the investment industry as a client service specialist, serving as a liaison between investment professionals and clients.

Josh Connell

Josh Connell

Technology Manager

As Technology Manager, Josh is at the center of all new technology adoptions across all stages, from coordinating & planning to execution & implementation, and maintains responsibility for the smooth operations of all technology for all users.

Prior to joining MONTAG in 2021, Josh worked as a Senior Operations Associate at a local wealth management firm where he was responsible for maintaining the day-to-day operations of the firm. Previously, he worked at the software company Envestnet|Tamarac as an AVP Operations Manager where he led a team that supported over 100 RIA firms.

Pamela Couch

Pamela Couch

Senior Administrator

Pamela has been with MONTAG since 1985, occupying a solid third place in tenure with the firm. She is primarily responsible for managing the office, accounts payable and receivable, and human resources. Pamela also plays a significant role in office operations.

Christie Crouch

Christie Crouch

Trading & Reporting Specialist

Christie is responsible for the equity trading at MONTAG, including stocks, exchange-traded funds (ETFs), and mutual funds. She also provides operational support by managing client reporting.

Prior to joining MONTAG in 2020, Christie began her career in the financial industry with SunTrust Robinson Humphrey as an assistant to the CIO and later moved onto the Electronic Trading desk executing equity orders. She went on to be a trading assistant at RidgeWorth Capital Management for five years.

Emily Johnston

Emily Johnston

Portfolio Administrator

Emily is responsible for client service and portfolio administration. She handles incoming client requests, which includes processing account openings, transfers, and distributions.

Prior to joining MONTAG in 2019, Emily started her professional career as a Financial Assistant with a wealth management firm in her hometown of Pittsburgh. Most recently, she worked for Wells Fargo Advisors in Columbus, OH as a Client Associate. Additionally, she was a part of the student-run investment fund that managed a multi-million dollar portion of the Xavier University endowment fund.

Jane Morrow

Jane Morrow

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.

David Nesbitt

David Nesbitt

Receptionist & Administrative Assistant

David is likely the first person you will meet at MONTAG. He welcomes visitors, maintains security and issues visitor badges, maintains the telecommunication system, maintains continuity among work teams, and contributes to the overall team effort.

Prior to joining MONTAG, David spent 14 years as Office Manager for a dental practice.

Kayla Whitaker

Kayla Whitaker

Portfolio Administrator

Kayla is a portfolio administrator. Her responsibilities include account openings, transfers, and distributions.

Prior to joining MONTAG in 2021, Kayla began her financial industry career teaching financial literacy concepts to middle and high school students for “Wealthy Habits,” an Atlanta non-profit organization. She also provided tax-filing services to low income families at no cost in Athens, GA through the University of Georgia’s Volunteer Tax Assistance Program. More recently, Kayla spent over three years as a Client Service Executive at a wealth management firm in Marietta, GA.

Emeritus

L. Anthony Montag, CFA

L. Anthony Montag, CFA

Founder, Emeritus

Tony founded MONTAG in 1982. His experience as an investment counselor dates back to 1960 when he became a member of another Atlanta investment firm his father founded in 1945.

Tony is an emeritus member of MONTAG’s investment team. Having formally retired on December 21, 2020, Tony continues to lend his expertise to our firm as needed. During his active years he conducted equity research, participated in bond portfolio management and mentored our firm’s investment professionals. His career-long reputation of earning trust, giving effective investment advice, and building and maintaining strong relationships defines MONTAG today. His six decades of unwavering commitment to client service continues to drive the work of everyone in our firm.

Jackie Montag

Jackie Montag

Emeritus

Prior to her formal retirement at the end of 2020, Jackie managed select business development and client relations activities for MONTAG. She joined the firm on a full-time basis in 1986 and developed several enduring initiatives, including the semi-annual program Facts & Finances for Women. Much of Jackie’s work was focused on building relationships with local institutions, key clients, and intermediaries. She continues to be consulted about these matters as needed.

An extraordinary community volunteer, Jackie has been recognized by many community organizations for her commitment, work and leadership.