Mike joined the firm in 1984 and has been a Senior Portfolio Manager ever since. With 40 years of investment experience, Mike now directly services approximately 45 clients and their respective portfolios. He is also significantly involved in staff training and equity research. Mike has frequently been involved in generational transition matters, estate planning for clients and has many clients he has worked with for more than a decade.

Prior to joining A. Montag & Associates, Mike spent nearly twenty years with a leading Southern bank. There, he was trained as a portfolio manager and ultimately became responsible for a $400 million trust and estate unit.

Mike is a past president of Atlanta Friends of the Library and the Botanical Society of Georgia. He is active in the Ansley Park Civic Association and a member of the Paideia School Endowment Fund Committee.

Mike grew up in Savannah, Georgia and graduated form Davidson College in North Carolina. He later received an MBA from Emory University. He is married to Jane Harmon, who teaches 7th and 8th grade at Paideia School. Mike is an avid world traveler, bird watcher, gardener, chef and hiker.