Joe joined A. Montag & Associates as a portfolio manager in mid-2004. He manages portfolios for individuals and families, and participates significantly in the equity research effort.
  
Joe came to the firm following a twenty year career with SunTrust Banks, where he was most recently a Managed Equities Director. As part of a bank-wide restructuring process, Joe was one of five selected from the bank’s 165 investment managers to design and manage one of the five equity investment style disciplines that were implemented throughout the personal asset management division of the bank. Prior to heading up the Value discipline, he managed the Family Wealth Group of Atlanta portfolio managers. Joe’s experience also includes six years as a credit analyst and investment accountant in the insurance industry.
  
Joe was raised in Atlanta, attended Marist School, and graduated from Centre College of Kentucky with an Economics degree in 1978. He earned the Chartered Financial Analyst designation in 1984.
  
Joe’s wife, Laurie, is a technology consultant. Together they dote responsibly on their son who is an elementary school student. Joe is an avid music fan and has hosted a weekly jazz program on a local radio station since 2001. Additional interests include woodworking, hiking, and golf.