Tom joined A. Montag & Associates in 2003 as a Senior Portfolio Manager with direct oversight of many client relationships and their portfolios. Tom is particularly active in research and stock selection, and he employs an effective investment style that focuses upon macroeconomic trends to identify winning and losing securities.

A former member of the Georgia Bar, he worked at First Atlanta Bank for six years before shifting to a successful 20-year career in investment management at SunTrust Bank. During his career, Tom developed his “top down” investment style incorporating macroeconomic analysis, and has successfully managed a number of the trust department relationships.

Tom was born and raised in La Crosse, Wisconsin. He received a BS in business administration at the University of Wisconsin-La Crosse in 1974 and a law degree from the University of Wisconsin in 1977.

Tom and his wife, Mary Ann, have two grown children. Tom’s hobbies include golf, gardening and reading.