John Montag

President & Chief Investment Officer, MONTAG Wealth Management

Role
President, Chief Investment Officer & Senior Wealth Manager at MONTAG Wealth Management
Location
Atlanta, GA, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About John Montag

As President and Chief Investment Officer, I oversee MONTAG’s investment research and…

Experience

  1. President, Chief Investment Officer & Senior Wealth Manager

    MONTAG Wealth Management

    Aug 1995 — Present · Atlanta, GA

    MONTAG has been a family-run wealth management business for over 40 years, serving individuals, families, and institutions in Atlanta and across the country. We know that every client and institution we serve has their own unique story and mission, which is why we don’t rely on selling models or off-the-shelf investment products. Together, we craft a personalized investment strategy in an effort to protect your assets and grow your wealth over generations.

Find verified contacts for anyone on LinkedIn

Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.

Free plan included · No credit card required

This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.

John Montag — President, Chief Investment Officer & Senior Wealth Manager at MONTAG Wealth Management in Atlanta, GA, US | Unifers