Anthony Montag

Anthony Montag
Founder

Tony has been an investment counselor since 1960, and presently serves as the firm's Founder. Originally a member of his father's investment firm, he started his own office in 1979 and incorporated A. Montag & Associates in 1982. Tony participates in mentoring of staff, equity research and bond management. He is involved in many day-to-day matters of the firm's portfolio management but is not a portfolio manager. Rather, he concentrates on helping clients establish their investment objectives by leading the dialogue on matters of risk tolerance, market exposure, long range planning and particularizing circumstances to best fit client needs.

Active in community service, Tony is the immediate past chair of Georgia State University's Endowment Committee and the Atlanta Speech School Finance Committee. He is on the Investment Committee of the RH Dobbs Foundation and is a Trustee of the Rich Foundation. He was on The Westminster Schools Endowment Committee. He is a past chairman of the boards of the Atlanta Speech School, Families First and Galloway School. He was a member of the board of Abrams Industries and was a member of the Hebrew Union College Board of Trustees from 1977 to 2000, chairing the Endowment Fund Committee for 20 years. Tony was an active member and sponsor of the Family Business Forum in the business school at Kennesaw State University from 1988 to 2002.

Tony is a native Atlantan, and attended Marist school, graduating from Lawrenceville, a boarding school in Princeton, New Jersey. He then graduated from Yale University and Harvard Business School. He is married to Jackie Montag, also a member of the firm. He is a veteran and a Chartered Financial Analyst (CFA). Beyond the investment management field, Tony is an avid reader, collector of Southern American antiques and amateur researcher of how the human brain develops and operates.