Executive Managing Principal and CEO

  • Dartmouth College, B.A., 1987

Mr. Markwalter joined Montag & Caldwell in 1998 as a portfolio manager. He entered banking upon receiving his B.A. from Dartmouth College in 1987. Prior to joining Montag & Caldwell, he served nine years as a Vice President and portfolio manager for Trusco Capital Management.  He currently serves as Executive Managing Principal and CEO and previously served as President (from March, 2017 to 2018).  Mr. Markwalter also serves as Director of Portfolio Management and is a member of the Large Cap and Mid Cap Growth Investment Policy Groups. His professional affiliations include the CFA Institute and the CFA Society Atlanta.


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