Professional Staff - Research

Ronald E. Canakaris, CFA

Mr. Canakaris joined Montag & Caldwell in 1972 as a portfolio manager and research analyst. In 1973, he became Director of Research, and in 1984 was promoted to President and Chief Investment Officer of the firm. From 1997 through 2005, he held the role of Chief Executive Officer and from 1984 to June 30, 2009 he served as President. He was elected Chairman of the Board effective January 1, 2006.  In addition to serving on the Board of Directors of Montag & Caldwell, Mr. Canakaris edits its quarterly Economic & Investment Outlook, and he is frequently quoted in the business and investment press. He is a member of the Rotary Club of Atlanta. His professional affiliations include the CFA Institute and the CFA Society of Atlanta, former Trustee.

 

 

Andrew W. Jung, CFA

Mr. Jung joined Montag & Caldwell in 2001 as a research analyst. He became Co-Director of Research in June, 2009 and also serves as Co-Chairman of the Mid Cap Growth Investment Policy Group. Prior to joining Montag & Caldwell, he was an analyst at Strong Capital Management, following the financial services sector for several large cap growth funds, and at the Robinson-Humphrey Company in Atlanta, where he followed banks and thrifts. His professional affiliations include the CFA Institute and the CFA Society of Atlanta.

 

 

M. Scott Thompson, CFA

Mr. Thompson joined Montag & Caldwell in 1992 upon graduating from the University of the South with a degree in Economics. He currently serves as a research analyst and became Co-Director of Research in June, 2009. He also serves as Co-Chairman of the Mid Cap Growth Investment Policy Group. His professional affiliations include the CFA Institute and the CFA Society of Atlanta, former Trustee.

 

 

Janet B. Bunch, CFA

Ms. Bunch joined Montag & Caldwell in 1973 and currently serves as portfolio manager, security analyst and Director of Operations.  Ms. Bunch also serves on the Board of Directors for Montag & Caldwell.  Her professional affiliations include the CFA Institute and the CFA Society of Atlanta, former Trustee and past President.

 

 

Sandra M. Barker, CFA

Ms. Barker joined Montag & Caldwell in 1997. She has been a research analyst since 1980, following a variety of industries. Prior to joining Montag & Caldwell, she was an analyst with Interstate/Johnson Lane, a Southeastern brokerage firm, and with a New York money management firm, Eagle Capital Management. Her professional affiliations include the CFA Institute and the CFA Society of Atlanta.

 

 

Piper L. Burnette, CFA

Ms. Burnette joined Montag & Caldwell in 2000 and currently works as an analyst in the Research Department. Her primary area of coverage is Healthcare. Piper graduated magna cum laude, with high honors, from the University of Georgia with a degree in Finance. Her professional affiliations include the CFA Institute and the CFA Society of Atlanta.

 

 

Mark C. Hayes, CFA

Mr. Hayes joined Montag & Caldwell in 1992 as a member of the company’s information technology department. In 1997 he transferred into the Research Department with a focus on the technology industry. In the community, he serves as a member of the Board of Heritage Preparatory School of Georgia. His professional affiliations include the CFA Institute and the CFA Society of Atlanta.

 

 

Jeffrey S. Wilson, CFA

Mr. Wilson joined Montag & Caldwell in 2005 upon graduation from Wake Forest University and currently works as an analyst in the research department. Jeff is also an analyst and member of the Mid Cap Growth Investment Policy Group.  While at Wake Forest, he earned a bachelors degree in finance as well as a masters degree in accounting.  Jeff is a member of the CFA Institute and the CFA Society of Atlanta, as well as a Certified Public Accountant in the State of Illinois.