Molly joined A. Montag and Associates in 2006 as a Portfolio Manager and has worked in private client investments for more than twenty years. Prior to joining
A. Montag & Associates, she was a Regional Managing Director for a large Southern bank’s personal asset management division, supervising the portfolio managers in the state of Georgia. She also managed several key relationships and provided regular economic update presentations around the state. Prior to that, she worked at another prominent bank, serving individual clients and managing an equity common trust fund that generated top-quartile investment results under her leadership.

Molly is a graduate of the Georgia Institute of Technology. She earned her Chartered Financial Analyst (CFA) designation in 1991 and went on to serve as a CFA Review Course instructor for six years. She is a past President and Trustee of the Atlanta Society of Financial Analysts. She also earned her Certified Financial Planner^™ (CFP^®) designation in 2006.

Molly and her husband, Stu, have two children. Her interests include running, cycling and volunteering for her kids’ school and their sports teams. She also volunteers with a church homeless ministry.