Tony has been an investment counselor since 1960, and serves as the firm's CEO. Originally a member of his father's investment firm, he started his own office in 1979, and incorporated A. Montag & Associates in 1982. Tony directly oversees 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 presently chairs the endowment committee for the Atlanta Speech School, where he served on the board several terms, one term as chairman. In addition, he has chaired Georgia State University's Endowment Committee and the boards of Families First and Galloway School. He was a long-time member of the board of Abrams Industries and on the Hebrew Union College Board of Trustees from 1977 to 2000, chairing the Endowment Fund Committee for 20 years. Tony has been an active member and sponsor of the Family Business Forum in the business school at Kennesaw State University since 1988.

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. Beyond the investment management field, Tony is an avid reader, collector of American antiques, and amateur researcher of how the human brain develops and operates.