John Montag Montag is Chief of Client Services, senior portfolio manager and part owner of A. Montag & Associates. He joined the firm in 1995 and today oversees management of approximately 60 client relationships and their respective portfolios. In some cases, John serves as a trustee for family assets. He is chairman of the firm’s Portfolio Review Committee that meets weekly to analyze portfolios, review client circumstances, and address trading, performance and other matters related to portfolio operations.

John grew up in Atlanta and attended The Westminster Schools. He received a B.A. in History at the University of Pennsylvania and spent three years in Washington D.C., serving as the Business Manager for the Harriman Communications Center, the Democratic Congressional Campaign Committee’s media division. From there, he moved to New Hampshire to attend the Amos Tuck School of Business at Dartmouth College. He graduated in 1995 with an M.B.A.

John serves on many philanthropic boards, including The Atlanta Children's Shelter, Camp Twin Lakes and the Bobby Dodd Institute. In addition, he is actively involved in Families First, Leadership Atlanta (Class of 2001) and Refugee Family Services. He is a member of the Atlanta Society of Financial Analysts.

John and his wife, Erika, have two young children. John is an avid runner. Interests beyond the investment field include American history and politics, the history of animation and cartoons, and an addiction to baseball.