Montag

Amy Carcione is a CFA® charterholder and holds Series 63 and Series 65 licenses. She has five years of industry experience and has been with A. MONTAG & Associates since 2020. Prior to joining Montag, she worked for Fulton County Schools for one year. Montag provides portfolio management and financial planning services to individuals, families, trusts, estates, foundations, and other advisers, using a structured investment process that incorporates fundamental and technical analysis. The firm combines institutional-scale assets with a compact advisor team and offers bundled financial planning for existing clients at no additional charge.

Hong Tsun Simon is a CFA® charterholder with five years of industry experience. He is currently an advisor at Montag and previously worked at Forthright Partners LLC and BNY Mellon Wealth Management. Montag provides portfolio management and financial planning services to individuals, families, trusts, estates, foundations, and other investment advisers. The firm combines institutional-scale assets under management with a compact advisor team and a formally staffed investment and planning platform, offering discretionary portfolio management supported by in-house research and trading.

Kenneth Shaw is a CFA® charterholder with 12 years of industry experience, currently serving as an advisor at Montag since 2013. He holds the Series 63 license and is based in Atlanta, GA. Outside of his advisory role, Shaw is the Chief Financial Officer of Integral Physical Therapy, a physical therapy practice, where he manages financial and operational planning. Montag provides portfolio management and financial planning services to individuals, families, trusts, estates, foundations, and other investment advisers. The firm employs a structured data-gathering process to establish investment objectives and implements them using a mix of equities, mutual funds, ETFs, and fixed-income instruments, operating primarily on a discretionary basis with dedicated equity and fixed-income research.

Helen Donahue is a CFA® charterholder with 23 years of experience in the financial industry. She has worked at Montag and its predecessor firms since 1997. Donahue serves as a member of the Holy Innocents Episcopal School Investment Committee, a volunteer role she has held since 2014. Montag provides portfolio management and financial planning services to individuals, families, trusts, estates, foundations, and other investment advisers. The firm uses a structured process to establish investment objectives and implements strategies through a mix of equities, mutual funds, ETFs, and fixed-income instruments, primarily on a discretionary basis.

Christine Quillian is a CFP® and CFA® with 19 years of industry experience. She has been with Montag since 2010. Montag provides portfolio management and financial planning services to individuals, families, trusts, estates, foundations, and other investment advisers. The firm combines institutional-scale assets with a compact advisor team and offers a structured investment process that includes discretionary portfolio management supported by in-house research and trading.

Brendan Wagner is a financial advisor at Montag with 13 years of industry experience. He holds a Series 65 designation and has worked at Montag since 2017, following prior roles at Gratus Capital and Spectrum Advisory Services. Montag provides portfolio management and financial planning services to individuals, families, trusts, estates, foundations, and other investment advisers. The firm combines institutional-scale assets with a compact advisor team and a dedicated investment and planning platform, offering discretionary portfolio management primarily through in-house research and a structured investment process.

Thomas Keenan is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Montag since 2022. Prior to joining Montag, he worked at Ameriprise Financial Services, Inc. for nine years. Montag provides portfolio management and financial planning services to individuals, families, trusts, estates, foundations, and other investment advisers. The firm uses a structured data-gathering process to establish investment objectives and employs a mix of individual equities, mutual funds, ETFs, and fixed-income instruments, operating primarily on a discretionary basis with institutional-scale assets managed by a compact advisory team.

Olga Lee is a CFA® charterholder based in Atlanta, GA, with 16 years of industry experience. She has worked at A. Montag & Associates since 2006. Montag provides portfolio management and financial planning services to individuals, families, trusts, estates, foundations, and other investment advisers. The firm uses a structured data-gathering process to establish investment objectives and implements them through a mix of equities, mutual funds, ETFs, and fixed-income instruments, primarily on a discretionary basis.

Lawrence Mendel is a financial advisor at Montag with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Montag since 2016, following five years at Black Diamond Investment Partners. Mendel serves on the investment and oversight committee of the Collat Family Foundation and acts as an unpaid consultant on the investment committee of Bay Pine Holdings, a family limited partnership. Montag provides portfolio management and financial planning services to individuals, families, trusts, estates, foundations, and other investment advisers. The firm uses a structured data-gathering process to establish investment objectives and implements them through a mix of individual equities, mutual funds, ETFs, and fixed-income instruments, operating primarily on a discretionary basis with in-house research and trading.