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Transitions at MONTAG

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. The new year brought our newest employee, Penny Rolle, who joins … Read More

Transitions at MONTAG – 2021 Arrivals

By MONTAG STAFF The new year brought one of our latest arrivals, Kayla Whitaker, who joins us from another local investment manager in the role of Portfolio Administrator.  Her responsibilities include account openings, transfers, and distributions.  Kayla brings our dedicated … Read More

MONTAG Announces Facebook Presence

By MONTAG STAFF MONTAG is pleased to announce the launch of its corporate page on Facebook. While we might seem late to the party, the heavy regulatory and compliance nature of the financial services industry has significantly restrained our options for … Read More

Transitions at MONTAG

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. The new year brought our newest employee, Penny Rolle, who joins … Read More

MONTAG Named to 2019 FT 300 Top RIAs

A. Montag and Associates (d/b/a “MONTAG Wealth Management”) is pleased to announce it has once again been named to the Financial Times 300 Top Registered Investment Advisers, as of June 27, 2019. The list recognizes top independent RIA firms from … Read More

Jackie Montag in the “Donor Spotlight”

MONTAG’s own Client Relations Manager, Jackie Montag, is featured in the “Donor Spotlight” by The Howard School.  The Atlanta, Georgia K-12 private school publishes “Insights”, a semi-annual magazine for alumni, students, families, donors, and other members of its community.  In … Read More

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