Christine has been engaged in portfolio management for 16 years and joined A. Montag & Associates in 2010. She divides her time equally between investment analysis and portfolio management, both serving clients and performing substantial research for the firm.

Prior to joining the firm, Christine was with a Chicago-based independent, equity-focused investment firm with several offices around the country and assets exceeding $1.5 billion. Her clients included both individuals and institutions, and she regularly contributed to the quantitative analysis and macroeconomic research of that firm.

Christine’s early career was with a large, regional financial institution, and over the course of 11 years, she was promoted to vice president, with oversight of more than $250 million in assets for investment advisory accounts, personal trusts, retirement plans and charitable organizations. In particular, she was co-lead manager of a top-down equity specialization practice that used macroeconomic trends to identify drivers of sector and industry corporate profitability. Macro-economics have been a primary interest to her throughout her career.

Christine earned her Chartered Financial Analyst (CFA) designation in 1999 and her Certified Financial Planner^™ (CFP^®) designation in 2005. She is a member of the CFA Institute and the CFA Society of Atlanta. She is a graduate of Davidson College.

Christine and her husband, David, have three children. In her free time, she enjoys choral singing at Trinity Presbyterian Church, where she also serves on the finance committee. In addition, she enjoys travel, golf, tennis and the family’s German Shepherd, Elsie.