Our People

Sandra M. Barker, CFA

Research Analyst

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Ronald E. Canakaris, CFA

Senior Advisor to Investment Team

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Amy Criste

Client Associate

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Julie L. Curless, CIPM

Compliance Analyst

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Mark C. Hayes, CFA

Research Analyst

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Robyn Johnson

Client Associate

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Rebecca M. Keister, CFA, CIPM

Chief Compliance Officer

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Charles. E. Markwalter, CFA

CEO; Portfolio Manager

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Kurt T. Momand, CFA

Portfolio Manager

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M. Scott Thompson, CFA

Chief Investment Officer; Portfolio Manager/Research Analyst

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Samella Walker

Client Associate

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David L. Watson, CFA

Portfolio Manager

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Montag & Caldwell / 3455 Peachtree Rd NE / Suite 1500 / Atlanta, GA 30326-4202 / 800-458-5868

Montag & Caldwell

3455 Peachtree Rd NE / Suite 1500
Atlanta, GA 30326-4202
800-458-5868

This communication is not an offer, solicitation, or confirmation to buy or sell securities or investment products, or an official confirmation of any transaction or official statement of The Forge Companies LLC or its affiliates ("Forge"). Forge does not provide tax, accounting, or legal advice; clients should consult their own professionals. Securities and insurance products are not FDIC‑insured, not guaranteed by any bank or government agency, and may lose value. This website may contain confidential or legally protected information. Unauthorized use, copying, or distribution is prohibited.