As Chief Executive Officer of MONTAG, I have overall managerial responsibility of the firm and day to day I oversee business development, marketing, compliance and operations. After completing an MBA at Emory, I joined my father, mother, and brother (now President and CIO) at MONTAG in 1996, and took over the reins as CEO in 2009. I am eager to continue growing this company, now in its 40th year, working directly with both clients and prospects, and developing the staff that is, ultimately, MONTAG’s greatest asset.