Managing Principal and Director of Marketing

  • Duquesne University, B.A., 1996
  • The University of Georgia, M.B.A., 2013

Mr. Francis joined Montag & Caldwell in 2001 after serving as a Portfolio Strategist for First Union National Bank (Wells Fargo), where he provided investment support and reviews to his corporate pension plan and 401(k) clients.  He currently serves as Managing Principal and Director of Marketing.  He initially served as a Market Analyst for Montag & Caldwell, where he reviewed portfolio and market data, including fundamental, style and factor analysis, to provide investment context. Currently,  Mr. Francis provides clients, prospects, and consultants detailed information regarding the investment philosophy, process, and holdings specific to Montag’s investment strategies. Mr. Francis has successfully completed the Accredited Asset Management Specialist Professional Designation Program. His professional affiliations include the Chartered Alternative Investment Analyst Association.


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