Profiel
Mr. Charles J.
Hagood, CFA, is Senior Vice President & Portfolio Manager at Montag & Caldwell LLC.
He joined Montag & Caldwell in 1995 after spending five years as a Vice President and senior portfolio manager in the Investment Management Group of NationsBank.
Mr. Hagood was previously employed as Vice President & Investment Counselor by Montag & Caldwell, Inc. Prior to that, he was associated with Leavy Investment Management as a portfolio manager serving institutional clients.
He began his career in 1984 as an investment officer with the First National Bank of Atlanta.
He is a former Board member of the Georgia Society to Prevent Blindness.
He received his BA degree from Georgia State University in 1984.
Eerdere bekende functies van Jeff Hagood
| Bedrijven | Functie | Einde |
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Montag & Caldwell, Inc.
 Montag & Caldwell, Inc. Investment ManagersFinance Montag & Caldwell, Inc. is a registered investment advisor headquartered in Atlanta, Georgia. The firm is a subsidiary of RBS Holdings NV and their ultimate parent is RFS Holdings BV. Montag & Caldwell traces their roots to 1945 when Louis A. Montag formed Atlanta's first independent investment advisory firm. In 1956, Eugene Caldwell was made a partner and the firm's name was changed to Montag & Caldwell, Inc. In 1968, Montag & Caldwell, working with Financial Services Corp., incorporated their first mutual fund, the Alpha Fund. The firm serves a wide range of individual and institutional clients through separate accounts and mutual funds. They have experience working with retirement plans, endowment funds, foundations, state and local governments, hospitals, insurance companies, credit unions and Taft-Hartley funds. | Portefeuillebeheerder-Aandelen | - |
| The First National Bank of Atlanta (New Castle, Delaware) | Corporate Officer/Principal | - |
Montag & Caldwell LLC
 Montag & Caldwell LLC Investment ManagersFinance Montag & Caldwell LLC (M&C) is an independent, SEC-registered investment adviser headquartered in Atlanta, Georgia. Founded in 1945, the firm was formerly known as Montag & Caldwell, Inc. and changed their name to Montag & Caldwell LLC after a successful employee-led buyout in 2010. M&C provides proprietary investment solutions to a wide range of institutional and individual clients through separate accounts. | Portefeuillebeheerder-Aandelen | - |
Opleiding van Jeff Hagood
| Georgia State University | Undergraduate Degree |
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| Bedrijven in privébezit | 3 |
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Montag & Caldwell, Inc.
Montag & Caldwell, Inc. Investment ManagersFinance Montag & Caldwell, Inc. is a registered investment advisor headquartered in Atlanta, Georgia. The firm is a subsidiary of RBS Holdings NV and their ultimate parent is RFS Holdings BV. Montag & Caldwell traces their roots to 1945 when Louis A. Montag formed Atlanta's first independent investment advisory firm. In 1956, Eugene Caldwell was made a partner and the firm's name was changed to Montag & Caldwell, Inc. In 1968, Montag & Caldwell, working with Financial Services Corp., incorporated their first mutual fund, the Alpha Fund. The firm serves a wide range of individual and institutional clients through separate accounts and mutual funds. They have experience working with retirement plans, endowment funds, foundations, state and local governments, hospitals, insurance companies, credit unions and Taft-Hartley funds. | Finance |
Montag & Caldwell LLC
Montag & Caldwell LLC Investment ManagersFinance Montag & Caldwell LLC (M&C) is an independent, SEC-registered investment adviser headquartered in Atlanta, Georgia. Founded in 1945, the firm was formerly known as Montag & Caldwell, Inc. and changed their name to Montag & Caldwell LLC after a successful employee-led buyout in 2010. M&C provides proprietary investment solutions to a wide range of institutional and individual clients through separate accounts. | Finance |
| The First National Bank of Atlanta (New Castle, Delaware) | Finance |