Montag & Caldwell

Menu
  • Strategies
    • Overview
    • Large Cap Growth
    • Mid Cap Growth
    • Thematic Growth
    • Balanced Growth
    • Global Tactical Allocation Model (GTAM)
  • Commentaries
  • Private Client Group
  • People
  • About
    • Firm Overview
    • Firm Philosophy
    • Firm History
    • Advocacy Wealth
    • Form CRS/Policies/Transparency in Coverage Rule
    • Social Media Disclosure
  • Contact Us
Sandra M. Barker, CFA
Research Analyst
Ronald E. Canakaris, CFA
Senior Advisor to Investment Team
Amy Criste
Client Associate
Julie L. Curless, CIPM
Compliance Analyst
Mark C. Hayes, CFA
Research Analyst
Robyn Johnson
Client Associate
Rebecca M. Keister, CFA,CIPM
Chief Compliance Officer
Charles E. Markwalter, CFA
CEO; Portfolio Manager
Kurt T. Momand, CFA
Portfolio Manager
Debbie Thomas
Director of Operations – Wealth and Trading
M. Scott Thompson, CFA
Chief Investment Officer; Portfolio Manager/Research Analyst
William A. Vogel, CFA
Portfolio Manager
Samella Walker
Client Associate
David L. Watson, CFA
Portfolio Manager
  • Strategies
    • Overview
    • Large Cap Growth
    • Mid Cap Growth
    • Thematic Growth
    • Balanced Growth
    • Global Tactical Allocation Model (GTAM)
  • Commentaries
  • Private Client Group
  • People
  • About
    • Firm Overview
    • Firm Philosophy
    • Firm History
    • Advocacy Wealth
    • Form CRS/Policies/Transparency in Coverage Rule
    • Social Media Disclosure
  • Contact Us

Phone (404) 836-7100[email protected]
3455 Peachtree Road, NESuite 1500Atlanta, Georgia 30326-4202