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Montag & Caldwell Inc.


Company Description: Montag & Caldwell, LLC is an employee owned investment management firm and was founded in 1945 in Atlanta, GA. The firm serves a wide range of individual and institutional clients through separate accounts and mutual funds. We have experience working with, but not limited to, retirement plans, endowment funds and foundations, state and local governments, hospitals, insurance companies, credit unions, and Taft-Hartley funds. The firm's efforts are concentrated on our large and mid cap growth equity products that comprise over 95.0 percent of our client assets under management. Montag & Caldwell’s equity selection process is a high quality, growth stock approach and is primarily a bottom-up methodology in which we interrelate valuation with earnings momentum. The average experience of the Montag & Caldwell investment team is 28 years and their average tenure with our firm is 20 years as of March 31, 2013. The research team is comprised of eight individuals and is led by Ronald E. Canakaris, CFA our Chairman and Chief Investment Officer; and Andrew W. Jung, CFA and M. Scott Thompson, CFA our Co-Directors of Research.

Montag & Caldwell Inc. was founded in 1945

3455 Peachtree Rd NE Ste 1200 Atlanta, GA 30326-4202
(800) 458-5868

Technologies: Montag & Caldwell Inc. is using 5 Technologies.

Employees: We found 0 verified contacts and 19 unverified employees.

Social Media: Montag & Caldwell Inc. has 21 social media shares and likes.

We have 13 emails for Montag & Caldwell Inc..

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Unverified Contacts

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Ronald Canakaris
Chief Executive Officer
William Vogel
Chief Executive Officer
William Long
VP Marketing
George Northrop
John Whitney
Charles Hagood
Vice President and Portfolio Manager
M. Thompson
VP Admin
Brian Stahl
VP Treasurer
Ron Canakaris
President, Chief Investment Officer
Debbie Thomas
Operations Manager
Jefferson Hagood
EVP / Investment Counselor
Kurt Momand
EVP / Investment Counselor
Helen Donahue
EVP / Investment Counselor
Charles Markwalter
EVP / Investment Counselor
Michael Nadal
EVP / Investment Counselor
Janet Bunch
EVP / Investment Counselor
David Watson
EVP / Investment Counselor
Grover Maxwell
EVP / Investment Counselor

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